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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 | $94,436-68.9% | $115,599-74.6% | $82,637-64.5% |
| Participation rate | 68.5% | 70.4%-1.9pp | 74.3%-5.8pp | 68.1%+0.5pp |
| Annual return | 14.52% | 18.37%-3.9pp | 111.10%-96.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,166 | $2,324-49.8% | $2,955-60.6% | $2,552-54.3% |
| Participant deferral / active EE | $2,804 | $3,955-29.1% | $4,889-42.7% | $4,126-32.0% |
| Admin fee / account holder | $5,052 | $10,328-51.1% | $12,841-60.7% | $7,339-31.2% |