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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 | $23,939 | $108,825-78.0% | $156,181-84.7% | $82,448-71.0% |
| Participation rate | 57.6% | 72.4%-14.8pp | 78.8%-21.3pp | 68.1%-10.5pp |
| Annual return | 61.21% | 20.59%+40.6pp | 64.87%-3.7pp | 41.64%+19.6pp |
| Employer contribution / active EE | $2,376 | $2,870-17.2% | $4,294-44.7% | $2,551-6.8% |
| Participant deferral / active EE | $3,829 | $4,577-16.4% | $6,132-37.6% | $4,139-7.5% |
| Admin fee / account holder | $2,555 | $9,341-72.6% | $14,586-82.5% | $7,234-64.7% |