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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 | $20,997 | $89,652-76.6% | $141,191-85.1% | $65,185-67.8% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.5%-44.0pp | 70.2%-31.7pp |
| Annual return | 33.15% | 32.79%+0.4pp | 71.41%-38.3pp | 29.38%+3.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,316 | $5,691-41.7% | $6,710-50.6% | $3,514-5.6% |
| Admin fee / account holder | $3,125 | $569+449.7% | $10,264-69.6% | $847+268.9% |