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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 | $31,016 | $95,404-67.5% | $113,397-72.6% | $82,637-62.5% |
| Participation rate | 46.6% | 72.8%-26.2pp | 76.5%-29.9pp | 68.1%-21.5pp |
| Annual return | 13.87% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $1,259 | $2,307-45.4% | $2,977-57.7% | $2,552-50.7% |
| Participant deferral / active EE | $2,355 | $4,220-44.2% | $5,076-53.6% | $4,126-42.9% |
| Admin fee / account holder | $1,215 | $9,168-86.7% | $11,957-89.8% | $7,339-83.4% |