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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 | $123,478-73.0% | $216,567-84.6% | $94,015-64.5% |
| Participation rate | 57.1% | 75.1%-18.0pp | 81.6%-24.5pp | 70.8%-13.7pp |
| Annual return | 17.88% | 23.61%-5.7pp | 12.94%+4.9pp | 17.84%0pp |
| Employer contribution / active EE | $1,423 | $3,136-54.6% | $5,216-72.7% | $2,790-49.0% |
| Participant deferral / active EE | $2,574 | $4,556-43.5% | $6,191-58.4% | $4,249-39.4% |
| Admin fee / account holder | $5,082 | $12,753-60.1% | $21,981-76.9% | $8,951-43.2% |