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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 | $30,822 | $95,453-67.7% | $112,040-72.5% | $82,448-62.6% |
| Participation rate | 60.7% | 72.8%-12.0pp | 76.5%-15.8pp | 68.1%-7.4pp |
| Annual return | 15.97% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,991 | $2,318-14.1% | $2,954-32.6% | $2,551-22.0% |
| Participant deferral / active EE | $3,365 | $4,224-20.3% | $5,098-34.0% | $4,139-18.7% |
| Admin fee / account holder | $2,674 | $9,013-70.3% | $12,098-77.9% | $7,234-63.0% |