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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 | $23,345 | $80,983-71.2% | $96,544-75.8% | $75,177-68.9% |
| Participation rate | 33.3% | 71.8%-38.5pp | 76.0%-42.7pp | 67.2%-33.9pp |
| Annual return | 20.88% | 27.05%-6.2pp | 25.88%-5.0pp | 160.75%-139.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,640 | $3,929-32.8% | $4,851-45.6% | $4,126-36.0% |
| Admin fee / account holder | $311 | $6,717-95.4% | $8,254-96.2% | $5,651-94.5% |