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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 | $30,230 | $101,795-70.3% | $165,100-81.7% | $80,959-62.7% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.7%0pp |
| Annual return | 17.57% | 16.73%+0.8pp | 70.21%-52.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $2,913 | $2,954-1.4% | $4,348-33.0% | $2,757+5.6% |
| Participant deferral / active EE | $4,716 | $4,476+5.4% | $6,035-21.9% | $4,300+9.7% |
| Admin fee / account holder | $672 | $8,221-91.8% | $12,696-94.7% | $6,925-90.3% |