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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 | $114,712-74.7% | $173,730-83.3% | $87,485-66.8% |
| Participation rate | 54.1% | 73.0%-18.9pp | 79.6%-25.5pp | 68.9%-14.9pp |
| Annual return | 14.47% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,584 | $2,904-45.5% | $4,577-65.4% | $2,596-39.0% |
| Participant deferral / active EE | $3,859 | $4,642-16.9% | $6,326-39.0% | $4,274-9.7% |
| Admin fee / account holder | $2,319 | $10,210-77.3% | $17,523-86.8% | $7,775-70.2% |