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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 | $30,863 | $125,797-75.5% | $170,043-81.8% | $75,173-58.9% |
| Participation rate | 53.2% | 83.6%-30.4pp | 87.0%-33.8pp | 67.2%-14.0pp |
| Annual return | 25.83% | 27.20%-1.4pp | 53.40%-27.6pp | 160.72%-134.9pp |
| Employer contribution / active EE | $1,579 | $4,616-65.8% | $6,790-76.8% | $2,671-40.9% |
| Participant deferral / active EE | $4,042 | $6,838-40.9% | $10,410-61.2% | $4,126-2.0% |
| Admin fee / account holder | $3,894 | $8,177-52.4% | $12,824-69.6% | $5,651-31.1% |