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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 | $97,550-69.3% | $120,344-75.1% | $87,485-65.8% |
| Participation rate | 40.4% | 72.8%-32.4pp | 76.7%-36.3pp | 68.9%-28.5pp |
| Annual return | 36.28% | 18.41%+17.9pp | 20.30%+16.0pp | 26.06%+10.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,094 | $4,230-50.5% | $5,135-59.2% | $4,274-51.0% |
| Admin fee / account holder | $1,626 | $9,543-83.0% | $12,742-87.2% | $7,775-79.1% |