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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 | $13,526 | $78,705-82.8% | $117,860-88.5% | $70,124-80.7% |
| Participation rate | 49.2% | 73.2%-24.0pp | 79.7%-30.5pp | 69.5%-20.4pp |
| Annual return | 30.40% | 23.30%+7.1pp | 335.10%-304.7pp | 73.14%-42.7pp |
| Employer contribution / active EE | $1,609 | $2,223-27.6% | $3,786-57.5% | $2,342-31.3% |
| Participant deferral / active EE | $2,781 | $3,297-15.7% | $4,482-38.0% | $3,332-16.5% |
| Admin fee / account holder | $2,822 | $5,065-44.3% | $8,021-64.8% | $4,645-39.2% |