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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 | $33,952 | $101,950-66.7% | $125,529-73.0% | $86,983-61.0% |
| Participation rate | 46.5% | 70.2%-23.7pp | 74.7%-28.2pp | 69.5%-23.1pp |
| Annual return | 20.49% | 18.29%+2.2pp | 202.56%-182.1pp | 25.83%-5.3pp |
| Employer contribution / active EE | $1,461 | $2,358-38.0% | $3,058-52.2% | $2,584-43.5% |
| Participant deferral / active EE | $2,766 | $3,862-28.4% | $4,813-42.5% | $4,194-34.0% |
| Admin fee / account holder | $3,741 | $12,791-70.8% | $16,298-77.0% | $7,856-52.4% |