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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 | $52,327 | $254,759-79.5% | $216,567-75.8% | $198,609-73.7% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 12.24% | 10.04%+2.2pp | 12.94%-0.7pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,496 | $6,948-49.7% | $6,191-43.5% | $6,977-49.9% |
| Admin fee / account holder | $11,665 | $26,311-55.7% | $21,981-46.9% | $19,030-38.7% |