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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 | $139,421-75.8% | $239,577-85.9% | $116,462-71.0% |
| Participation rate | 57.6% | 75.0%-17.4pp | 82.1%-24.5pp | 74.7%-17.1pp |
| Annual return | 15.69% | 15.58%+0.1pp | -0.70%+16.4pp | 15.65%0pp |
| Employer contribution / active EE | $1,295 | $4,487-71.1% | $7,232-82.1% | $3,231-59.9% |
| Participant deferral / active EE | $2,198 | $4,296-48.8% | $5,676-61.3% | $3,836-42.7% |
| Admin fee / account holder | $6,919 | $21,515-67.8% | $19,315-64.2% | $12,754-45.7% |