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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 | $35,559 | $97,550-63.5% | $120,344-70.5% | $87,485-59.4% |
| Participation rate | 44.4% | 72.8%-28.4pp | 76.7%-32.3pp | 68.9%-24.5pp |
| Annual return | 12.52% | 18.41%-5.9pp | 20.30%-7.8pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,075 | $2,291-53.1% | $3,020-64.4% | $2,596-58.6% |
| Participant deferral / active EE | $2,028 | $4,230-52.1% | $5,135-60.5% | $4,274-52.6% |
| Admin fee / account holder | $3,045 | $9,543-68.1% | $12,742-76.1% | $7,775-60.8% |