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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 | $21,051 | $74,089-71.6% | $133,975-84.3% | $55,167-61.8% |
| Participation rate | 36.9% | 84.3%-47.4pp | 87.1%-50.2pp | 69.0%-32.1pp |
| Annual return | 20.19% | 12.11%+8.1pp | 29.29%-9.1pp | 169.23%-149.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,898 | $4,678-38.0% | $6,282-53.9% | $3,054-5.1% |
| Admin fee / account holder | $614 | $458+34.0% | $9,324-93.4% | $504+21.9% |