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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 | $100,194-69.5% | $122,979-75.2% | $86,983-64.9% |
| Participation rate | 27.3% | 73.0%-45.7pp | 77.2%-49.9pp | 69.5%-42.3pp |
| Annual return | 12.55% | 16.47%-3.9pp | 20.12%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,397 | $4,133-42.0% | $5,003-52.1% | $4,194-42.8% |
| Admin fee / account holder | $1,219 | $10,148-88.0% | $12,864-90.5% | $7,856-84.5% |