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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 | $109,620-73.3% | $148,496-80.3% | $94,015-68.9% |
| Participation rate | 47.2% | 71.3%-24.1pp | 76.0%-28.9pp | 70.8%-23.6pp |
| Annual return | 14.98% | 17.54%-2.6pp | 12.33%+2.7pp | 17.84%-2.9pp |
| Employer contribution / active EE | $1,438 | $2,618-45.1% | $3,497-58.9% | $2,790-48.5% |
| Participant deferral / active EE | $2,860 | $3,831-25.3% | $4,808-40.5% | $4,249-32.7% |
| Admin fee / account holder | $4,298 | $10,050-57.2% | $19,547-78.0% | $8,951-52.0% |