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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,827 | $78,707-73.5% | $117,861-82.3% | $70,126-70.3% |
| Participation rate | 34.5% | 73.2%-38.7pp | 79.7%-45.2pp | 69.5%-35.1pp |
| Annual return | 19.60% | 23.30%-3.7pp | 335.11%-315.5pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,538 | $3,297-53.4% | $4,482-65.7% | $3,332-53.8% |
| Admin fee / account holder | $6,314 | $5,066+24.7% | $8,021-21.3% | $4,645+35.9% |