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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 | $30,389 | $101,798-70.1% | $165,071-81.6% | $80,935-62.5% |
| Participation rate | 45.8% | 71.8%-26.0pp | 78.6%-32.8pp | 67.7%-21.8pp |
| Annual return | 20.31% | 16.73%+3.6pp | 70.17%-49.9pp | 35.66%-15.4pp |
| Employer contribution / active EE | $1,753 | $2,954-40.7% | $4,347-59.7% | $2,757-36.4% |
| Participant deferral / active EE | $3,174 | $4,476-29.1% | $6,035-47.4% | $4,299-26.2% |
| Admin fee / account holder | $5,064 | $8,221-38.4% | $12,695-60.1% | $6,924-26.9% |