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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 | $27,779 | $138,393-79.9% | $184,256-84.9% | $80,959-65.7% |
| Participation rate | 61.3% | 83.9%-22.6pp | 86.8%-25.5pp | 67.7%-6.4pp |
| Annual return | 21.14% | 20.01%+1.1pp | 28.85%-7.7pp | 35.67%-14.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,729 | $7,076+37.5% | $9,133+6.5% | $4,300+126.2% |
| Admin fee / account holder | $2,515 | $10,489-76.0% | $13,899-81.9% | $6,925-63.7% |