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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 | $25,955 | $95,404-72.8% | $113,397-77.1% | $82,637-68.6% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.5%-31.3pp | 68.1%-22.9pp |
| Annual return | 18.66% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,417 | $2,307-38.6% | $2,977-52.4% | $2,552-44.5% |
| Participant deferral / active EE | $2,850 | $4,220-32.5% | $5,076-43.9% | $4,126-30.9% |
| Admin fee / account holder | $7,988 | $9,168-12.9% | $11,957-33.2% | $7,339+8.8% |