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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 | $26,358 | $86,922-69.7% | $102,438-74.3% | $80,874-67.4% |
| Participation rate | 39.7% | 72.4%-32.7pp | 76.5%-36.8pp | 67.6%-28.0pp |
| Annual return | 19.24% | 18.90%+0.3pp | 29.37%-10.1pp | 35.62%-16.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,288 | $4,119-20.2% | $5,054-34.9% | $4,297-23.5% |
| Admin fee / account holder | $2,402 | $8,050-70.2% | $9,448-74.6% | $6,935-65.4% |