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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 | $38,465 | $115,931-66.8% | $185,441-79.3% | $86,983-55.8% |
| Participation rate | 60.7% | 73.6%-12.9pp | 80.3%-19.5pp | 69.5%-8.8pp |
| Annual return | 19.43% | 21.47%-2.0pp | 20.16%-0.7pp | 25.83%-6.4pp |
| Employer contribution / active EE | $2,272 | $2,937-22.6% | $4,672-51.4% | $2,584-12.1% |
| Participant deferral / active EE | $4,356 | $4,551-4.3% | $6,152-29.2% | $4,194+3.9% |
| Admin fee / account holder | $3,143 | $10,687-70.6% | $17,890-82.4% | $7,856-60.0% |