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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 | $38,012 | $123,793-69.3% | $177,848-78.6% | $79,856-52.4% |
| Participation rate | 56.7% | 84.7%-28.0pp | 87.7%-31.1pp | 69.6%-13.0pp |
| Annual return | 11.57% | 22.82%-11.2pp | 48.33%-36.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,897 | $4,095-53.7% | $5,919-67.9% | $2,471-23.2% |
| Participant deferral / active EE | $2,914 | $5,956-51.1% | $7,714-62.2% | $3,741-22.1% |
| Admin fee / account holder | $2,327 | $7,243-67.9% | $12,431-81.3% | $5,306-56.2% |