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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 | $30,508 | $109,359-72.1% | $162,171-81.2% | $72,983-58.2% |
| Participation rate | 66.7% | 84.3%-17.6pp | 87.6%-20.9pp | 69.5%-2.8pp |
| Annual return | 17.64% | 25.46%-7.8pp | 115.60%-98.0pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,245 | $3,907-68.1% | $5,613-77.8% | $2,440-49.0% |
| Participant deferral / active EE | $2,989 | $5,481-45.5% | $7,297-59.0% | $3,608-17.1% |
| Admin fee / account holder | $1,165 | $7,972-85.4% | $10,843-89.3% | $5,124-77.3% |