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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 | $30,466 | $97,550-68.8% | $120,344-74.7% | $87,485-65.2% |
| Participation rate | 39.7% | 72.8%-33.1pp | 76.7%-37.0pp | 68.9%-29.2pp |
| Annual return | 13.09% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,130 | $2,291-50.7% | $3,020-62.6% | $2,596-56.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,225 | $9,543-87.2% | $12,742-90.4% | $7,775-84.3% |