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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 | $23,693 | $98,766-76.0% | $149,730-84.2% | $79,852-70.3% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.5%-13.4pp | 69.6%-0.5pp |
| Annual return | 21.68% | 27.43%-5.8pp | 276.70%-255.0pp | 31.72%-10.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,159 | $5,681+61.2% | $6,843+33.9% | $3,740+144.9% |
| Admin fee / account holder | $3,353 | $6,052-44.6% | $9,310-64.0% | $5,306-36.8% |