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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 | $28,884 | $181,896-84.1% | $156,551-81.5% | $273,972-89.5% |
| Participation rate | 42.1% | 88.4%-46.3pp | 84.0%-41.9pp | 83.0%-40.9pp |
| Annual return | 8.05% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,620 | $5,550-52.8% | $4,871-46.2% | $5,287-50.4% |
| Admin fee / account holder | $411 | $15,560-97.4% | $13,028-96.8% | $10,133-95.9% |