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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 | $22,049 | $75,963-71.0% | $97,995-77.5% | $70,126-68.6% |
| Participation rate | 62.0% | 77.0%-15.0pp | 82.4%-20.4pp | 69.5%-7.6pp |
| Annual return | 16.58% | 19.26%-2.7pp | 23.94%-7.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,485 | $4,053-63.4% | $5,097-70.9% | $3,332-55.4% |
| Admin fee / account holder | $1,652 | $5,407-69.4% | $5,943-72.2% | $4,645-64.4% |