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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 | $26,392 | $83,485-68.4% | $125,195-78.9% | $72,976-63.8% |
| Participation rate | 41.4% | 73.3%-31.9pp | 79.8%-38.4pp | 69.5%-28.1pp |
| Annual return | 27.23% | 25.77%+1.5pp | 43.79%-16.6pp | 81.02%-53.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,968 | $3,586-45.1% | $4,937-60.1% | $3,608-45.5% |
| Admin fee / account holder | $499 | $5,518-91.0% | $9,704-94.9% | $5,124-90.3% |