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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 | $28,886 | $86,940-66.8% | $102,434-71.8% | $80,935-64.3% |
| Participation rate | 65.0% | 72.4%-7.4pp | 76.5%-11.5pp | 67.7%-2.7pp |
| Annual return | 11.85% | 18.89%-7.0pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,526 | $2,370-35.6% | $3,023-49.5% | $2,757-44.7% |
| Participant deferral / active EE | $1,965 | $4,121-52.3% | $5,055-61.1% | $4,299-54.3% |
| Admin fee / account holder | $3,333 | $8,047-58.6% | $9,462-64.8% | $6,924-51.9% |