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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 | $27,959 | $153,769-81.8% | $133,975-79.1% | $273,972-89.8% |
| Participation rate | 58.8% | 88.4%-29.5pp | 87.1%-28.2pp | 83.0%-24.2pp |
| Annual return | 3.82% | 36.51%-32.7pp | 29.29%-25.5pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,337 | $6,029-61.2% | $5,211-55.2% | $4,869-52.0% |
| Participant deferral / active EE | $2,687 | $6,958-61.4% | $6,282-57.2% | $5,287-49.2% |
| Admin fee / account holder | $3,615 | $11,765-69.3% | $9,324-61.2% | $10,133-64.3% |