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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 | $110,137-71.9% | $161,149-80.8% | $82,637-62.5% |
| Participation rate | 55.6% | 72.4%-16.8pp | 78.8%-23.3pp | 68.1%-12.5pp |
| Annual return | 17.14% | 20.69%-3.5pp | 21.16%-4.0pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,625 | $2,856-43.1% | $4,360-62.7% | $2,552-36.3% |
| Participant deferral / active EE | $3,555 | $4,575-22.3% | $6,153-42.2% | $4,126-13.8% |
| Admin fee / account holder | $4,831 | $9,467-49.0% | $15,194-68.2% | $7,339-34.2% |