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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 | $31,041 | $181,896-82.9% | $156,551-80.2% | $273,972-88.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 3.02% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,409 | $6,248-77.5% | $5,501-74.4% | $4,869-71.1% |
| Participant deferral / active EE | $4,594 | $5,550-17.2% | $4,871-5.7% | $5,287-13.1% |
| Admin fee / account holder | $20,887 | $15,560+34.2% | $13,028+60.3% | $10,133+106.1% |