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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 | $26,992 | $95,453-71.7% | $112,040-75.9% | $82,448-67.3% |
| Participation rate | 36.7% | 72.8%-36.1pp | 76.5%-39.8pp | 68.1%-31.4pp |
| Annual return | 15.16% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,966 | $4,224-53.5% | $5,098-61.4% | $4,139-52.5% |
| Admin fee / account holder | $786 | $9,013-91.3% | $12,098-93.5% | $7,234-89.1% |