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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 | $28,740 | $94,031-69.4% | $115,768-75.2% | $82,448-65.1% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.4%-17.3pp | 68.1%-10.9pp |
| Annual return | 19.20% | 20.61%-1.4pp | 100.46%-81.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,648 | $2,323-29.1% | $2,940-43.9% | $2,551-35.4% |
| Participant deferral / active EE | $3,779 | $3,972-4.9% | $4,917-23.1% | $4,139-8.7% |
| Admin fee / account holder | $917 | $10,249-91.1% | $12,439-92.6% | $7,234-87.3% |