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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 | $115,931-71.2% | $185,441-82.0% | $86,983-61.6% |
| Participation rate | 57.1% | 73.6%-16.5pp | 80.3%-23.1pp | 69.5%-12.4pp |
| Annual return | 17.88% | 21.47%-3.6pp | 20.16%-2.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,423 | $2,937-51.5% | $4,672-69.5% | $2,584-44.9% |
| Participant deferral / active EE | $2,574 | $4,551-43.4% | $6,152-58.2% | $4,194-38.6% |
| Admin fee / account holder | $5,082 | $10,687-52.4% | $17,890-71.6% | $7,856-35.3% |