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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 | $104,098-65.8% | $140,514-74.7% | $94,015-62.2% |
| Participation rate | 44.4% | 73.7%-29.3pp | 77.8%-33.4pp | 70.8%-26.4pp |
| Annual return | 12.52% | 15.14%-2.6pp | 14.36%-1.8pp | 17.84%-5.3pp |
| Employer contribution / active EE | $1,075 | $2,388-55.0% | $3,378-68.2% | $2,790-61.5% |
| Participant deferral / active EE | $2,028 | $4,033-49.7% | $4,919-58.8% | $4,249-52.3% |
| Admin fee / account holder | $3,045 | $10,439-70.8% | $13,697-77.8% | $8,951-66.0% |