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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 | $24,645 | $213,785-88.5% | $185,441-86.7% | $155,188-84.1% |
| Participation rate | 64.7% | 83.2%-18.5pp | 80.3%-15.6pp | 80.8%-16.1pp |
| Annual return | 21.56% | 19.97%+1.6pp | 20.16%+1.4pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,791 | $6,864-59.3% | $6,152-54.6% | $6,531-57.3% |
| Admin fee / account holder | $302 | $21,134-98.6% | $17,890-98.3% | $14,480-97.9% |