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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 | $32,580 | $132,820-75.5% | $1,370,922-97.6% | $132,820-75.5% |
| Participation rate | 24.4% | 74.3%-49.9pp | 72.7%-48.3pp | 74.3%-49.9pp |
| Annual return | 12.06% | 14.82%-2.8pp | -10.03%+22.1pp | 14.82%-2.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $7,541-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $2,414 | $3,980-39.4% | $3,057-21.0% | $3,980-39.4% |
| Admin fee / account holder | $4,037 | $11,722-65.6% | $28,473-85.8% | $11,722-65.6% |