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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 | $31,810 | $105,284-69.8% | $150,734-78.9% | $94,015-66.2% |
| Participation rate | 37.8% | 71.7%-34.0pp | 78.4%-40.7pp | 70.8%-33.0pp |
| Annual return | 20.81% | 15.67%+5.1pp | 600.81%-580.0pp | 17.84%+3.0pp |
| Employer contribution / active EE | $1,171 | $3,599-67.5% | $4,918-76.2% | $2,790-58.0% |
| Participant deferral / active EE | $3,405 | $4,274-20.3% | $5,610-39.3% | $4,249-19.9% |
| Admin fee / account holder | $727 | $9,839-92.6% | $14,905-95.1% | $8,951-91.9% |