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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 | $30,496 | $101,778-70.0% | $164,975-81.5% | $80,925-62.3% |
| Participation rate | 45.0% | 71.8%-26.8pp | 78.6%-33.6pp | 67.7%-22.7pp |
| Annual return | 11.83% | 16.73%-4.9pp | 70.12%-58.3pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,169 | $2,954-60.4% | $4,343-73.1% | $2,756-57.6% |
| Participant deferral / active EE | $2,685 | $4,477-40.0% | $6,033-55.5% | $4,299-37.5% |
| Admin fee / account holder | $9,189 | $8,221+11.8% | $12,688-27.6% | $6,940+32.4% |