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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 | $34,787 | $114,712-69.7% | $173,730-80.0% | $87,485-60.2% |
| Participation rate | 66.0% | 73.0%-7.0pp | 79.6%-13.6pp | 68.9%-2.9pp |
| Annual return | 13.81% | 20.18%-6.4pp | 19.96%-6.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,472 | $2,904-49.3% | $4,577-67.8% | $2,596-43.3% |
| Participant deferral / active EE | $3,026 | $4,642-34.8% | $6,326-52.2% | $4,274-29.2% |
| Admin fee / account holder | $1,111 | $10,210-89.1% | $17,523-93.7% | $7,775-85.7% |