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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 | $97,550-68.4% | $120,344-74.4% | $87,485-64.8% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.7%-16.0pp | 68.9%-8.2pp |
| Annual return | 15.97% | 18.41%-2.4pp | 20.30%-4.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,991 | $2,291-13.1% | $3,020-34.1% | $2,596-23.3% |
| Participant deferral / active EE | $3,365 | $4,230-20.4% | $5,135-34.5% | $4,274-21.3% |
| Admin fee / account holder | $2,674 | $9,543-72.0% | $12,742-79.0% | $7,775-65.6% |