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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 | $31,528 | $95,404-67.0% | $113,397-72.2% | $82,637-61.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 13.52% | 19.08%-5.6pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $920 | $2,307-60.1% | $2,977-69.1% | $2,552-64.0% |
| Participant deferral / active EE | $2,353 | $4,220-44.2% | $5,076-53.6% | $4,126-43.0% |
| Admin fee / account holder | $4,239 | $9,168-53.8% | $11,957-64.5% | $7,339-42.2% |