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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 | $28,981 | $95,453-69.6% | $112,040-74.1% | $82,448-64.8% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.5%-14.0pp | 68.1%-5.6pp |
| Annual return | 18.34% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $850 | $2,318-63.3% | $2,954-71.2% | $2,551-66.7% |
| Participant deferral / active EE | $3,510 | $4,224-16.9% | $5,098-31.1% | $4,139-15.2% |
| Admin fee / account holder | $1,082 | $9,013-88.0% | $12,098-91.1% | $7,234-85.0% |