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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 | $34,221 | $123,793-72.4% | $177,827-80.8% | $79,858-57.1% |
| Participation rate | 35.3% | 84.7%-49.4pp | 87.7%-52.4pp | 69.6%-34.3pp |
| Annual return | 13.01% | 22.82%-9.8pp | 48.32%-35.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,927 | $5,956-50.9% | $7,713-62.1% | $3,740-21.7% |
| Admin fee / account holder | $8,840 | $7,243+22.1% | $12,429-28.9% | $5,306+66.6% |