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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 | $30,113 | $146,267-79.4% | $197,124-84.7% | $82,448-63.5% |
| Participation rate | 69.0% | 84.0%-15.0pp | 86.7%-17.7pp | 68.1%+1.0pp |
| Annual return | 16.41% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,348 | $4,723-50.3% | $6,227-62.3% | $2,551-8.0% |
| Participant deferral / active EE | $5,325 | $7,035-24.3% | $9,135-41.7% | $4,139+28.6% |
| Admin fee / account holder | $598 | $14,422-95.9% | $16,298-96.3% | $7,234-91.7% |