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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 | $29,848 | $101,795-70.7% | $165,100-81.9% | $80,959-63.1% |
| Participation rate | 41.9% | 71.8%-29.9pp | 78.6%-36.7pp | 67.7%-25.7pp |
| Annual return | 17.95% | 16.73%+1.2pp | 70.21%-52.3pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,060 | $2,954-64.1% | $4,348-75.6% | $2,757-61.5% |
| Participant deferral / active EE | $2,225 | $4,476-50.3% | $6,035-63.1% | $4,300-48.3% |
| Admin fee / account holder | $1,057 | $8,221-87.1% | $12,696-91.7% | $6,925-84.7% |