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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 | $33,991 | $212,777-84.0% | $173,703-80.4% | $198,609-82.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 15.56% | 18.82%-3.3pp | 17.46%-1.9pp | 202.70%-187.1pp |
| Employer contribution / active EE | $3,453 | $5,214-33.8% | $4,288-19.5% | $5,055-31.7% |
| Participant deferral / active EE | $6,021 | $5,697+5.7% | $4,854+24.0% | $6,977-13.7% |
| Admin fee / account holder | $6,783 | $19,536-65.3% | $15,562-56.4% | $19,030-64.4% |