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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 | $37,677 | $138,386-72.8% | $184,260-79.6% | $80,935-53.4% |
| Participation rate | 56.3% | 83.9%-27.6pp | 86.8%-30.6pp | 67.7%-11.4pp |
| Annual return | 16.91% | 20.02%-3.1pp | 28.84%-11.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,966 | $4,851-59.5% | $6,427-69.4% | $2,757-28.7% |
| Participant deferral / active EE | $6,004 | $7,076-15.1% | $9,133-34.3% | $4,299+39.6% |
| Admin fee / account holder | $2,750 | $10,489-73.8% | $13,898-80.2% | $6,924-60.3% |