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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 | $22,885 | $79,557-71.2% | $118,746-80.7% | $70,124-67.4% |
| Participation rate | 69.2% | 71.4%-2.1pp | 78.3%-9.0pp | 69.5%-0.3pp |
| Annual return | 12.71% | 25.64%-12.9pp | 24.54%-11.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,677 | $4,089-59.0% | $5,332-68.5% | $3,332-49.7% |
| Admin fee / account holder | $5,234 | $5,374-2.6% | $10,720-51.2% | $4,645+12.7% |