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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 | $30,290 | $101,798-70.2% | $165,071-81.7% | $80,935-62.6% |
| Participation rate | 46.7% | 71.8%-25.2pp | 78.6%-32.0pp | 67.7%-21.0pp |
| Annual return | 13.34% | 16.73%-3.4pp | 70.17%-56.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,783 | $2,954-39.6% | $4,347-59.0% | $2,757-35.3% |
| Participant deferral / active EE | $2,778 | $4,476-37.9% | $6,035-54.0% | $4,299-35.4% |
| Admin fee / account holder | $2,217 | $8,221-73.0% | $12,695-82.5% | $6,924-68.0% |