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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 | $29,038 | $110,137-73.6% | $161,149-82.0% | $82,637-64.9% |
| Participation rate | 54.1% | 72.4%-18.3pp | 78.8%-24.8pp | 68.1%-14.0pp |
| Annual return | 14.47% | 20.69%-6.2pp | 21.16%-6.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,584 | $2,856-44.6% | $4,360-63.7% | $2,552-37.9% |
| Participant deferral / active EE | $3,859 | $4,575-15.6% | $6,153-37.3% | $4,126-6.5% |
| Admin fee / account holder | $2,319 | $9,467-75.5% | $15,194-84.7% | $7,339-68.4% |