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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 | $20,179 | $98,760-79.6% | $149,715-86.5% | $79,858-74.7% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.6%-31.2pp |
| Annual return | 26.68% | 27.43%-0.8pp | 276.66%-250.0pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,250 | $5,681-25.2% | $6,842-37.9% | $3,740+13.6% |
| Admin fee / account holder | $3,664 | $6,053-39.5% | $9,310-60.6% | $5,306-30.9% |