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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 | $20,025 | $98,766-79.7% | $149,730-86.6% | $79,852-74.9% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.5%-41.7pp | 69.6%-28.9pp |
| Annual return | 12.63% | 27.43%-14.8pp | 276.70%-264.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,139 | $5,681-44.7% | $6,843-54.1% | $3,740-16.1% |
| Admin fee / account holder | $6,228 | $6,052+2.9% | $9,310-33.1% | $5,306+17.4% |