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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 | $95,453-67.0% | $112,040-71.9% | $82,448-61.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 13.52% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $920 | $2,318-60.3% | $2,954-68.9% | $2,551-63.9% |
| Participant deferral / active EE | $2,353 | $4,224-44.3% | $5,098-53.8% | $4,139-43.1% |
| Admin fee / account holder | $4,239 | $9,013-53.0% | $12,098-65.0% | $7,234-41.4% |