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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 | $27,430 | $85,515-67.9% | $112,040-75.5% | $67,986-59.7% |
| Participation rate | 49.7% | 68.2%-18.5pp | 76.5%-26.8pp | 57.2%-7.5pp |
| Annual return | 19.48% | 29.68%-10.2pp | 24.52%-5.0pp | 31.67%-12.2pp |
| Employer contribution / active EE | $2,349 | $2,191+7.2% | $2,954-20.5% | $2,019+16.3% |
| Participant deferral / active EE | $3,436 | $4,014-14.4% | $5,098-32.6% | $3,358+2.3% |
| Admin fee / account holder | $4,704 | $3,774+24.6% | $12,098-61.1% | $3,203+46.8% |