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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 | $30,718 | $115,931-73.5% | $185,441-83.4% | $86,983-64.7% |
| Participation rate | 65.4% | 73.6%-8.2pp | 80.3%-14.9pp | 69.5%-4.2pp |
| Annual return | 18.76% | 21.47%-2.7pp | 20.16%-1.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,826 | $2,937-37.8% | $4,672-60.9% | $2,584-29.3% |
| Participant deferral / active EE | $2,463 | $4,551-45.9% | $6,152-60.0% | $4,194-41.3% |
| Admin fee / account holder | $532 | $10,687-95.0% | $17,890-97.0% | $7,856-93.2% |