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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 | $115,931-75.0% | $185,441-84.3% | $86,983-66.6% |
| Participation rate | 54.1% | 73.6%-19.6pp | 80.3%-26.2pp | 69.5%-15.5pp |
| Annual return | 14.47% | 21.47%-7.0pp | 20.16%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,584 | $2,937-46.1% | $4,672-66.1% | $2,584-38.7% |
| Participant deferral / active EE | $3,859 | $4,551-15.2% | $6,152-37.3% | $4,194-8.0% |
| Admin fee / account holder | $2,319 | $10,687-78.3% | $17,890-87.0% | $7,856-70.5% |