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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 | $35,212 | $100,194-64.9% | $122,979-71.4% | $86,983-59.5% |
| Participation rate | 40.3% | 73.0%-32.7pp | 77.2%-36.9pp | 69.5%-29.3pp |
| Annual return | 14.97% | 16.47%-1.5pp | 20.12%-5.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,610 | $2,326-30.8% | $3,062-47.4% | $2,584-37.7% |
| Participant deferral / active EE | $4,178 | $4,133+1.1% | $5,003-16.5% | $4,194-0.4% |
| Admin fee / account holder | $3,354 | $10,148-67.0% | $12,864-73.9% | $7,856-57.3% |