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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 | $33,734 | $203,483-83.4% | $152,473-77.9% | $167,536-79.9% |
| Participation rate | 46.2% | 82.3%-36.1pp | 78.2%-32.0pp | 82.1%-36.0pp |
| Annual return | 14.82% | 13.80%+1.0pp | 757.59%-742.8pp | 478.82%-464.0pp |
| Employer contribution / active EE | $2,298 | $5,219-56.0% | $4,326-46.9% | $4,839-52.5% |
| Participant deferral / active EE | $4,507 | $6,711-32.8% | $5,817-22.5% | $6,342-28.9% |
| Admin fee / account holder | $13,121 | $22,521-41.7% | $15,811-17.0% | $12,315+6.6% |