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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 | $34,953 | $92,041-62.0% | $299,830-88.3% | $94,015-62.8% |
| Participation rate | 42.4% | 71.4%-29.1pp | 78.5%-36.2pp | 70.8%-28.5pp |
| Annual return | 27.25% | 15.24%+12.0pp | 10.58%+16.7pp | 17.84%+9.4pp |
| Employer contribution / active EE | $1,148 | $2,506-54.2% | $5,842-80.3% | $2,790-58.8% |
| Participant deferral / active EE | $1,952 | $4,287-54.5% | $7,038-72.3% | $4,249-54.1% |
| Admin fee / account holder | $4,568 | $8,997-49.2% | $50,982-91.0% | $8,951-49.0% |