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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 | $30,655 | $94,436-67.5% | $115,599-73.5% | $82,637-62.9% |
| Participation rate | 53.6% | 70.4%-16.9pp | 74.3%-20.7pp | 68.1%-14.5pp |
| Annual return | 15.72% | 18.37%-2.6pp | 111.10%-95.4pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,155 | $2,324-50.3% | $2,955-60.9% | $2,552-54.7% |
| Participant deferral / active EE | $2,261 | $3,955-42.8% | $4,889-53.8% | $4,126-45.2% |
| Admin fee / account holder | $3,418 | $10,328-66.9% | $12,841-73.4% | $7,339-53.4% |