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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 | $28,902 | $109,359-73.6% | $162,171-82.2% | $72,983-60.4% |
| Participation rate | 66.7% | 84.3%-17.6pp | 87.6%-20.9pp | 69.5%-2.8pp |
| Annual return | 27.57% | 25.46%+2.1pp | 115.60%-88.0pp | 81.01%-53.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,769 | $5,481-13.0% | $7,297-34.6% | $3,608+32.2% |
| Admin fee / account holder | $1,331 | $7,972-83.3% | $10,843-87.7% | $5,124-74.0% |