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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 | $29,346 | $181,896-83.9% | $156,551-81.3% | $273,972-89.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 12.03% | 30.74%-18.7pp | 32.23%-20.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,176 | $5,550+11.3% | $4,871+26.8% | $5,287+16.8% |
| Admin fee / account holder | $482 | $15,560-96.9% | $13,028-96.3% | $10,133-95.2% |