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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 | $30,963 | $108,825-71.5% | $156,181-80.2% | $82,448-62.4% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 17.14% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,625 | $2,870-43.4% | $4,294-62.1% | $2,551-36.3% |
| Participant deferral / active EE | $3,555 | $4,577-22.3% | $6,132-42.0% | $4,139-14.1% |
| Admin fee / account holder | $4,831 | $9,341-48.3% | $14,586-66.9% | $7,234-33.2% |