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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 | $29,490 | $181,896-83.8% | $156,551-81.2% | $273,972-89.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 4.23% | 30.74%-26.5pp | 32.23%-28.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,743 | $6,248-72.1% | $5,501-68.3% | $4,869-64.2% |
| Participant deferral / active EE | $3,519 | $5,550-36.6% | $4,871-27.8% | $5,287-33.4% |
| Admin fee / account holder | $1,021 | $15,560-93.4% | $13,028-92.2% | $10,133-89.9% |