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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 | $31,595 | $97,648-67.6% | $121,663-74.0% | $87,485-63.9% |
| Participation rate | 52.0% | 70.5%-18.5pp | 74.5%-22.5pp | 68.9%-16.9pp |
| Annual return | 18.03% | 18.03%0pp | 147.54%-129.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,375 | $3,923+37.0% | $4,887+10.0% | $4,274+25.8% |
| Admin fee / account holder | $5,389 | $11,100-51.5% | $14,289-62.3% | $7,775-30.7% |