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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 | $34,208 | $114,712-70.2% | $173,730-80.3% | $87,485-60.9% |
| Participation rate | 64.3% | 73.0%-8.7pp | 79.6%-15.3pp | 68.9%-4.6pp |
| Annual return | 13.85% | 20.18%-6.3pp | 19.96%-6.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,580 | $2,904-45.6% | $4,577-65.5% | $2,596-39.1% |
| Participant deferral / active EE | $2,556 | $4,642-44.9% | $6,326-59.6% | $4,274-40.2% |
| Admin fee / account holder | $13,360 | $10,210+30.9% | $17,523-23.8% | $7,775+71.8% |