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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 | $28,554 | $97,550-70.7% | $120,344-76.3% | $87,485-67.4% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.7%-38.9pp | 68.9%-31.2pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $676 | $2,291-70.5% | $3,020-77.6% | $2,596-74.0% |
| Participant deferral / active EE | $2,793 | $4,230-34.0% | $5,135-45.6% | $4,274-34.6% |
| Admin fee / account holder | $419 | $9,543-95.6% | $12,742-96.7% | $7,775-94.6% |