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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 | $28,456 | $181,896-84.4% | $156,551-81.8% | $273,972-89.6% |
| Participation rate | 53.3% | 88.4%-35.1pp | 84.0%-30.7pp | 83.0%-29.7pp |
| Annual return | 8.57% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,560 | $6,248-75.0% | $5,501-71.6% | $4,869-67.9% |
| Participant deferral / active EE | $1,992 | $5,550-64.1% | $4,871-59.1% | $5,287-62.3% |
| Admin fee / account holder | $1,288 | $15,560-91.7% | $13,028-90.1% | $10,133-87.3% |