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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 | $31,327 | $181,896-82.8% | $156,551-80.0% | $273,972-88.6% |
| Participation rate | 52.9% | 88.4%-35.4pp | 84.0%-31.1pp | 83.0%-30.1pp |
| Annual return | 5.89% | 30.74%-24.9pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,388 | $6,248-77.8% | $5,501-74.8% | $4,869-71.5% |
| Participant deferral / active EE | $2,269 | $5,550-59.1% | $4,871-53.4% | $5,287-57.1% |
| Admin fee / account holder | $10,248 | $15,560-34.1% | $13,028-21.3% | $10,133+1.1% |