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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 | $23,369 | $76,371-69.4% | $93,621-75.0% | $72,976-68.0% |
| Participation rate | 69.8% | 71.8%-1.9pp | 75.8%-6.0pp | 69.5%+0.3pp |
| Annual return | 31.85% | 25.82%+6.0pp | 32.76%-0.9pp | 81.02%-49.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,195 | $3,538+103.3% | $4,070+76.8% | $3,608+99.4% |
| Admin fee / account holder | $1,444 | $6,839-78.9% | $7,890-81.7% | $5,124-71.8% |