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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 | $95,404-66.4% | $113,397-71.7% | $82,637-61.2% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 17.49% | 19.08%-1.6pp | 23.20%-5.7pp | 53.51%-36.0pp |
| Employer contribution / active EE | $1,057 | $2,307-54.2% | $2,977-64.5% | $2,552-58.6% |
| Participant deferral / active EE | $2,159 | $4,220-48.8% | $5,076-57.5% | $4,126-47.7% |
| Admin fee / account holder | $1,010 | $9,168-89.0% | $11,957-91.6% | $7,339-86.2% |