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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 | $32,144 | $87,834-63.4% | $133,975-76.0% | $62,881-48.9% |
| Participation rate | 53.3% | 83.4%-30.0pp | 87.1%-33.7pp | 69.3%-16.0pp |
| Annual return | 10.23% | 12.05%-1.8pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,499 | $4,812+35.1% | $6,282+3.5% | $3,203+102.9% |
| Admin fee / account holder | $6,088 | $5,372+13.3% | $9,324-34.7% | $4,296+41.7% |