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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 | $37,277 | $98,547-62.2% | $216,567-82.8% | $69,733-46.5% |
| Participation rate | 34.1% | 68.4%-34.2pp | 81.6%-47.5pp | 62.5%-28.3pp |
| Annual return | 17.24% | 14.25%+3.0pp | 12.94%+4.3pp | 15.22%+2.0pp |
| Employer contribution / active EE | $766 | $2,660-71.2% | $5,216-85.3% | $2,250-66.0% |
| Participant deferral / active EE | $1,583 | $3,496-54.7% | $6,191-74.4% | $3,054-48.2% |
| Admin fee / account holder | $3,512 | $4,094-14.2% | $21,981-84.0% | $3,102+13.2% |