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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 | $30,146 | $83,898-64.1% | $133,346-77.4% | $94,015-67.9% |
| Participation rate | 36.0% | 63.4%-27.4pp | 72.8%-36.8pp | 70.8%-34.8pp |
| Annual return | 18.86% | 16.00%+2.9pp | 36.85%-18.0pp | 17.84%+1.0pp |
| Employer contribution / active EE | $682 | $1,821-62.6% | $2,853-76.1% | $2,790-75.6% |
| Participant deferral / active EE | $1,902 | $3,245-41.4% | $4,332-56.1% | $4,249-55.2% |
| Admin fee / account holder | $12,958 | $7,809+65.9% | $14,264-9.2% | $8,951+44.8% |