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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 | $30,180 | $91,559-67.0% | $133,971-77.5% | $79,852-62.2% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | 17.29% | 61.85%-44.6pp | 45.09%-27.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,760 | $2,384-26.1% | $3,919-55.1% | $2,471-28.8% |
| Participant deferral / active EE | $3,301 | $3,734-11.6% | $5,047-34.6% | $3,740-11.7% |
| Admin fee / account holder | $4,630 | $6,321-26.8% | $8,929-48.2% | $5,306-12.7% |