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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 | $28,871 | $88,183-67.3% | $107,187-73.1% | $71,012-59.3% |
| Participation rate | 28.0% | 67.5%-39.6pp | 75.0%-47.1pp | 58.6%-30.6pp |
| Annual return | 31.11% | 16.47%+14.6pp | 204.55%-173.4pp | 37.67%-6.6pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $1,978 | $3,079-35.8% | $5,096-61.2% | $3,246-39.1% |
| Admin fee / account holder | $5,042 | $1,430+252.6% | $9,162-45.0% | $1,167+332.0% |