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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 | $104,098-70.7% | $140,514-78.3% | $94,015-67.6% |
| Participation rate | 39.7% | 73.7%-34.0pp | 77.8%-38.1pp | 70.8%-31.1pp |
| Annual return | 13.09% | 15.14%-2.0pp | 14.36%-1.3pp | 17.84%-4.8pp |
| Employer contribution / active EE | $1,130 | $2,388-52.7% | $3,378-66.5% | $2,790-59.5% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,225 | $10,439-88.3% | $13,697-91.1% | $8,951-86.3% |