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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 | $108,825-73.3% | $156,181-81.4% | $82,448-64.8% |
| Participation rate | 54.1% | 72.4%-18.3pp | 78.8%-24.8pp | 68.1%-14.0pp |
| Annual return | 14.47% | 20.59%-6.1pp | 64.87%-50.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,584 | $2,870-44.8% | $4,294-63.1% | $2,551-37.9% |
| Participant deferral / active EE | $3,859 | $4,577-15.7% | $6,132-37.1% | $4,139-6.8% |
| Admin fee / account holder | $2,319 | $9,341-75.2% | $14,586-84.1% | $7,234-67.9% |