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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 | $27,603 | $94,031-70.6% | $115,768-76.2% | $82,448-66.5% |
| Participation rate | 34.5% | 70.4%-35.9pp | 74.4%-39.8pp | 68.1%-33.5pp |
| Annual return | 23.12% | 20.61%+2.5pp | 100.46%-77.3pp | 41.64%-18.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,397 | $3,972-39.7% | $4,917-51.3% | $4,139-42.1% |
| Admin fee / account holder | $400 | $10,249-96.1% | $12,439-96.8% | $7,234-94.5% |