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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 | $22,074 | $98,760-77.6% | $149,715-85.3% | $79,858-72.4% |
| Participation rate | 30.6% | 75.8%-45.2pp | 82.5%-51.9pp | 69.6%-39.1pp |
| Annual return | 29.09% | 27.43%+1.7pp | 276.66%-247.6pp | 31.72%-2.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,627 | $5,681-18.6% | $6,842-32.4% | $3,740+23.7% |
| Admin fee / account holder | $1,726 | $6,053-71.5% | $9,310-81.5% | $5,306-67.5% |