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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 | $32,047 | $95,453-66.4% | $112,040-71.4% | $82,448-61.1% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,057 | $2,318-54.4% | $2,954-64.2% | $2,551-58.6% |
| Participant deferral / active EE | $2,159 | $4,224-48.9% | $5,098-57.7% | $4,139-47.8% |
| Admin fee / account holder | $1,010 | $9,013-88.8% | $12,098-91.6% | $7,234-86.0% |