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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 | $94,031-67.4% | $115,768-73.5% | $82,448-62.8% |
| Participation rate | 53.6% | 70.4%-16.8pp | 74.4%-20.8pp | 68.1%-14.5pp |
| Annual return | 15.72% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,155 | $2,323-50.3% | $2,940-60.7% | $2,551-54.7% |
| Participant deferral / active EE | $2,261 | $3,972-43.1% | $4,917-54.0% | $4,139-45.4% |
| Admin fee / account holder | $3,418 | $10,249-66.7% | $12,439-72.5% | $7,234-52.8% |