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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 | $35,189 | $123,793-71.6% | $177,827-80.2% | $79,858-55.9% |
| Participation rate | 42.4% | 84.7%-42.3pp | 87.7%-45.4pp | 69.6%-27.3pp |
| Annual return | 22.45% | 22.82%-0.4pp | 48.32%-25.9pp | 31.72%-9.3pp |
| Employer contribution / active EE | $1,644 | $4,095-59.9% | $5,918-72.2% | $2,471-33.5% |
| Participant deferral / active EE | $3,805 | $5,956-36.1% | $7,713-50.7% | $3,740+1.7% |
| Admin fee / account holder | $3,735 | $7,243-48.4% | $12,429-69.9% | $5,306-29.6% |