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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 | $18,774 | $73,955-74.6% | $96,520-80.5% | $75,181-75.0% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 14.59% | 26.72%-12.1pp | 35.72%-21.1pp | 160.69%-146.1pp |
| Employer contribution / active EE | $3,103 | $2,930+5.9% | $3,739-17.0% | $2,671+16.2% |
| Participant deferral / active EE | $2,572 | $3,659-29.7% | $4,879-47.3% | $4,126-37.7% |
| Admin fee / account holder | $4,045 | $5,217-22.5% | $6,733-39.9% | $5,650-28.4% |