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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 | $29,930 | $100,194-70.1% | $122,979-75.7% | $86,983-65.6% |
| Participation rate | 40.4% | 73.0%-32.5pp | 77.2%-36.8pp | 69.5%-29.1pp |
| Annual return | 36.28% | 16.47%+19.8pp | 20.12%+16.2pp | 25.83%+10.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,094 | $4,133-49.3% | $5,003-58.1% | $4,194-50.1% |
| Admin fee / account holder | $1,626 | $10,148-84.0% | $12,864-87.4% | $7,856-79.3% |