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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 | $34,739 | $114,712-69.7% | $173,730-80.0% | $87,485-60.3% |
| Participation rate | 56.0% | 73.0%-17.0pp | 79.6%-23.6pp | 68.9%-12.9pp |
| Annual return | 18.62% | 20.18%-1.6pp | 19.96%-1.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $1,371 | $2,904-52.8% | $4,577-70.0% | $2,596-47.2% |
| Participant deferral / active EE | $3,185 | $4,642-31.4% | $6,326-49.7% | $4,274-25.5% |
| Admin fee / account holder | $2,123 | $10,210-79.2% | $17,523-87.9% | $7,775-72.7% |