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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 | $21,696 | $86,949-75.0% | $102,460-78.8% | $80,959-73.2% |
| Participation rate | 64.7% | 72.4%-7.7pp | 76.5%-11.8pp | 67.7%-3.0pp |
| Annual return | 22.63% | 18.89%+3.7pp | 29.47%-6.8pp | 35.67%-13.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,573 | $4,121+132.3% | $5,056+89.3% | $4,300+122.6% |
| Admin fee / account holder | $6,676 | $8,048-17.0% | $9,460-29.4% | $6,925-3.6% |