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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 | $25,587 | $87,834-70.9% | $133,975-80.9% | $62,881-59.3% |
| Participation rate | 28.7% | 83.4%-54.6pp | 87.1%-58.3pp | 69.3%-40.6pp |
| Annual return | 9.42% | 12.05%-2.6pp | 29.29%-19.9pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,143 | $4,812-34.7% | $6,282-50.0% | $3,203-1.9% |
| Admin fee / account holder | $969 | $5,372-82.0% | $9,324-89.6% | $4,296-77.5% |