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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 | $101,752-70.3% | $164,928-81.7% | $80,911-62.6% |
| Participation rate | 67.7% | 71.8%-4.2pp | 78.6%-10.9pp | 67.6%0pp |
| Annual return | 17.57% | 16.73%+0.8pp | 70.08%-52.5pp | 35.63%-18.1pp |
| Employer contribution / active EE | $2,913 | $2,953-1.4% | $4,343-32.9% | $2,756+5.7% |
| Participant deferral / active EE | $4,716 | $4,477+5.3% | $6,034-21.8% | $4,297+9.7% |
| Admin fee / account holder | $672 | $8,218-91.8% | $12,684-94.7% | $6,935-90.3% |