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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 | $30,666 | $78,607-61.0% | $105,624-71.0% | $74,478-58.8% |
| Participation rate | 34.2% | 72.8%-38.6pp | 75.3%-41.0pp | 67.2%-33.0pp |
| Annual return | 12.97% | 15.96%-3.0pp | 116.20%-103.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,191 | $2,523-52.8% | $3,168-62.4% | $2,626-54.6% |
| Participant deferral / active EE | $2,215 | $4,325-48.8% | $5,013-55.8% | $4,350-49.1% |
| Admin fee / account holder | $2,155 | $2,220-2.9% | $10,961-80.3% | $1,946+10.8% |