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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 | $30,194 | $97,550-69.0% | $120,344-74.9% | $87,485-65.5% |
| Participation rate | 41.7% | 72.8%-31.2pp | 76.7%-35.0pp | 68.9%-27.3pp |
| Annual return | 16.25% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,163 | $2,291-49.2% | $3,020-61.5% | $2,596-55.2% |
| Participant deferral / active EE | $2,172 | $4,230-48.7% | $5,135-57.7% | $4,274-49.2% |
| Admin fee / account holder | $3,279 | $9,543-65.6% | $12,742-74.3% | $7,775-57.8% |