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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 | $32,274 | $115,931-72.2% | $185,441-82.6% | $86,983-62.9% |
| Participation rate | 66.2% | 73.6%-7.4pp | 80.3%-14.0pp | 69.5%-3.3pp |
| Annual return | 11.58% | 21.47%-9.9pp | 20.16%-8.6pp | 25.83%-14.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,199 | $4,551-51.7% | $6,152-64.3% | $4,194-47.6% |
| Admin fee / account holder | $9,204 | $10,687-13.9% | $17,890-48.6% | $7,856+17.2% |