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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 | $29,329 | $101,950-71.2% | $125,529-76.6% | $86,983-66.3% |
| Participation rate | 68.5% | 70.2%-1.6pp | 74.7%-6.2pp | 69.5%-1.0pp |
| Annual return | 14.52% | 18.29%-3.8pp | 202.56%-188.0pp | 25.83%-11.3pp |
| Employer contribution / active EE | $1,166 | $2,358-50.6% | $3,058-61.9% | $2,584-54.9% |
| Participant deferral / active EE | $2,804 | $3,862-27.4% | $4,813-41.7% | $4,194-33.1% |
| Admin fee / account holder | $5,052 | $12,791-60.5% | $16,298-69.0% | $7,856-35.7% |