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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 | $22,300 | $98,766-77.4% | $149,730-85.1% | $79,852-72.1% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.5%-20.6pp | 69.6%-7.7pp |
| Annual return | 32.80% | 27.43%+5.4pp | 276.70%-243.9pp | 31.72%+1.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,482 | $5,681-3.5% | $6,843-19.9% | $3,740+46.6% |
| Admin fee / account holder | $2,054 | $6,052-66.1% | $9,310-77.9% | $5,306-61.3% |