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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 | $23,830 | $87,834-72.9% | $133,975-82.2% | $62,881-62.1% |
| Participation rate | 26.7% | 83.4%-56.7pp | 87.1%-60.4pp | 69.3%-42.6pp |
| Annual return | 20.25% | 12.05%+8.2pp | 29.29%-9.0pp | 20.14%+0.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,780 | $4,812-0.7% | $6,282-23.9% | $3,203+49.2% |
| Admin fee / account holder | $5,424 | $5,372+1.0% | $9,324-41.8% | $4,296+26.3% |