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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 | $48,274 | $132,820-63.7% | $246,988-80.5% | $132,820-63.7% |
| Participation rate | 62.1% | 74.3%-12.2pp | 81.0%-18.9pp | 74.3%-12.2pp |
| Annual return | 16.70% | 14.82%+1.9pp | -2.27%+19.0pp | 14.82%+1.9pp |
| Employer contribution / active EE | $1,118 | $4,144-73.0% | $5,427-79.4% | $4,144-73.0% |
| Participant deferral / active EE | $1,851 | $3,980-53.5% | $4,120-55.1% | $3,980-53.5% |
| Admin fee / account holder | $1,186 | $11,722-89.9% | $28,383-95.8% | $11,722-89.9% |