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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 | $29,263 | $97,648-70.0% | $121,663-75.9% | $87,485-66.6% |
| Participation rate | 47.2% | 70.5%-23.3pp | 74.5%-27.3pp | 68.9%-21.7pp |
| Annual return | 14.98% | 18.03%-3.0pp | 147.54%-132.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,438 | $2,300-37.5% | $3,020-52.4% | $2,596-44.6% |
| Participant deferral / active EE | $2,860 | $3,923-27.1% | $4,887-41.5% | $4,274-33.1% |
| Admin fee / account holder | $4,298 | $11,100-61.3% | $14,289-69.9% | $7,775-44.7% |