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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 | $37,138 | $115,931-68.0% | $185,441-80.0% | $86,983-57.3% |
| Participation rate | 42.9% | 73.6%-30.8pp | 80.3%-37.4pp | 69.5%-26.7pp |
| Annual return | 31.47% | 21.47%+10.0pp | 20.16%+11.3pp | 25.83%+5.6pp |
| Employer contribution / active EE | $1,471 | $2,937-49.9% | $4,672-68.5% | $2,584-43.1% |
| Participant deferral / active EE | $4,538 | $4,551-0.3% | $6,152-26.2% | $4,194+8.2% |
| Admin fee / account holder | $3,501 | $10,687-67.2% | $17,890-80.4% | $7,856-55.4% |