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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 | $33,400 | $114,712-70.9% | $173,730-80.8% | $87,485-61.8% |
| Participation rate | 57.1% | 73.0%-15.9pp | 79.6%-22.4pp | 68.9%-11.8pp |
| Annual return | 17.88% | 20.18%-2.3pp | 19.96%-2.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $1,423 | $2,904-51.0% | $4,577-68.9% | $2,596-45.2% |
| Participant deferral / active EE | $2,574 | $4,642-44.5% | $6,326-59.3% | $4,274-39.8% |
| Admin fee / account holder | $5,082 | $10,210-50.2% | $17,523-71.0% | $7,775-34.6% |