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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 | $30,520 | $95,453-68.0% | $112,040-72.8% | $82,448-63.0% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.5%-49.2pp | 68.1%-40.8pp |
| Annual return | 12.55% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,397 | $4,224-43.2% | $5,098-53.0% | $4,139-42.1% |
| Admin fee / account holder | $1,219 | $9,013-86.5% | $12,098-89.9% | $7,234-83.2% |