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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 | $29,109 | $100,194-70.9% | $122,979-76.3% | $86,983-66.5% |
| Participation rate | 45.5% | 73.0%-27.5pp | 77.2%-31.7pp | 69.5%-24.1pp |
| Annual return | 18.93% | 16.47%+2.5pp | 20.12%-1.2pp | 25.83%-6.9pp |
| Employer contribution / active EE | $963 | $2,326-58.6% | $3,062-68.5% | $2,584-62.7% |
| Participant deferral / active EE | $1,924 | $4,133-53.4% | $5,003-61.5% | $4,194-54.1% |
| Admin fee / account holder | $787 | $10,148-92.2% | $12,864-93.9% | $7,856-90.0% |