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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 | $29,074 | $97,550-70.2% | $120,344-75.8% | $87,485-66.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 16.89% | 18.41%-1.5pp | 20.30%-3.4pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,103 | $4,230-3.0% | $5,135-20.1% | $4,274-4.0% |
| Admin fee / account holder | $19,515 | $9,543+104.5% | $12,742+53.2% | $7,775+151.0% |