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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 | $30,084 | $181,896-83.5% | $156,551-80.8% | $273,972-89.0% |
| Participation rate | 52.6% | 88.4%-35.8pp | 84.0%-31.4pp | 83.0%-30.4pp |
| Annual return | 5.88% | 30.74%-24.9pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,091 | $5,550-44.3% | $4,871-36.5% | $5,287-41.5% |
| Admin fee / account holder | $1,458 | $15,560-90.6% | $13,028-88.8% | $10,133-85.6% |