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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 | $32,454 | $138,393-76.5% | $184,256-82.4% | $80,959-59.9% |
| Participation rate | 56.0% | 83.9%-27.9pp | 86.8%-30.8pp | 67.7%-11.7pp |
| Annual return | 17.65% | 20.01%-2.4pp | 28.85%-11.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,547 | $7,076+49.0% | $9,133+15.5% | $4,300+145.3% |
| Admin fee / account holder | $10,605 | $10,489+1.1% | $13,899-23.7% | $6,925+53.1% |