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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 | $32,361 | $115,931-72.1% | $185,441-82.5% | $86,983-62.8% |
| Participation rate | 53.5% | 73.6%-20.1pp | 80.3%-26.7pp | 69.5%-16.0pp |
| Annual return | 19.53% | 21.47%-1.9pp | 20.16%-0.6pp | 25.83%-6.3pp |
| Employer contribution / active EE | $1,021 | $2,937-65.2% | $4,672-78.1% | $2,584-60.5% |
| Participant deferral / active EE | $2,089 | $4,551-54.1% | $6,152-66.0% | $4,194-50.2% |
| Admin fee / account holder | $1,939 | $10,687-81.9% | $17,890-89.2% | $7,856-75.3% |