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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 | $30,701 | $123,793-75.2% | $177,848-82.7% | $79,856-61.6% |
| Participation rate | 69.0% | 84.7%-15.7pp | 87.7%-18.8pp | 69.6%-0.7pp |
| Annual return | 15.03% | 22.82%-7.8pp | 48.33%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,266 | $4,095-69.1% | $5,919-78.6% | $2,471-48.8% |
| Participant deferral / active EE | $3,411 | $5,956-42.7% | $7,714-55.8% | $3,741-8.8% |
| Admin fee / account holder | $1,895 | $7,243-73.8% | $12,431-84.8% | $5,306-64.3% |