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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 | $33,747 | $151,314-77.7% | $258,236-86.9% | $122,131-72.4% |
| Participation rate | 57.6% | 73.9%-16.3pp | 81.9%-24.3pp | 75.1%-17.5pp |
| Annual return | 15.69% | 15.82%-0.1pp | -3.31%+19.0pp | 16.17%-0.5pp |
| Employer contribution / active EE | $1,295 | $5,035-74.3% | $7,891-83.6% | $3,608-64.1% |
| Participant deferral / active EE | $2,198 | $4,073-46.0% | $5,237-58.0% | $3,892-43.5% |
| Admin fee / account holder | $6,919 | $10,152-31.8% | $14,475-52.2% | $11,586-40.3% |