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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 | $34,071 | $138,386-75.4% | $184,260-81.5% | $80,935-57.9% |
| Participation rate | 60.9% | 83.9%-23.0pp | 86.8%-26.0pp | 67.7%-6.8pp |
| Annual return | 27.41% | 20.02%+7.4pp | 28.84%-1.4pp | 35.66%-8.2pp |
| Employer contribution / active EE | $3,010 | $4,851-37.9% | $6,427-53.2% | $2,757+9.2% |
| Participant deferral / active EE | $5,242 | $7,076-25.9% | $9,133-42.6% | $4,299+21.9% |
| Admin fee / account holder | $2,599 | $10,489-75.2% | $13,898-81.3% | $6,924-62.5% |