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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 | $31,729 | $80,705-60.7% | $115,768-72.6% | $67,986-53.3% |
| Participation rate | 32.6% | 63.0%-30.4pp | 74.4%-41.8pp | 57.2%-24.6pp |
| Annual return | 22.14% | 18.49%+3.7pp | 100.46%-78.3pp | 31.67%-9.5pp |
| Employer contribution / active EE | $714 | $2,046-65.1% | $2,940-75.7% | $2,019-64.6% |
| Participant deferral / active EE | $1,983 | $3,559-44.3% | $4,917-59.7% | $3,358-40.9% |
| Admin fee / account holder | $2,437 | $4,135-41.1% | $12,439-80.4% | $3,203-23.9% |