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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 | $24,730 | $76,371-67.6% | $93,621-73.6% | $72,976-66.1% |
| Participation rate | 63.5% | 71.8%-8.3pp | 75.8%-12.3pp | 69.5%-6.0pp |
| Annual return | 23.24% | 25.82%-2.6pp | 32.76%-9.5pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,403 | $3,538-32.1% | $4,070-40.9% | $3,608-33.4% |
| Admin fee / account holder | $10,059 | $6,839+47.1% | $7,890+27.5% | $5,124+96.3% |