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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 | $25,906 | $96,731-73.2% | $123,973-79.1% | $86,983-70.2% |
| Participation rate | 66.7% | 70.0%-3.4pp | 76.7%-10.0pp | 69.5%-2.9pp |
| Annual return | 18.22% | 17.33%+0.9pp | 388.13%-369.9pp | 25.83%-7.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,974 | $4,152-28.4% | $5,247-43.3% | $4,194-29.1% |
| Admin fee / account holder | $1,706 | $8,722-80.4% | $11,799-85.5% | $7,856-78.3% |