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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 | $36,442 | $167,415-78.2% | $140,514-74.1% | $198,609-81.7% |
| Participation rate | 27.8% | 80.9%-53.1pp | 77.8%-50.0pp | 82.4%-54.6pp |
| Annual return | 30.66% | 13.85%+16.8pp | 14.36%+16.3pp | 202.70%-172.0pp |
| Employer contribution / active EE | $1,851 | $4,088-54.7% | $3,378-45.2% | $5,055-63.4% |
| Participant deferral / active EE | $2,574 | $5,579-53.9% | $4,919-47.7% | $6,977-63.1% |
| Admin fee / account holder | $465 | $16,730-97.2% | $13,697-96.6% | $19,030-97.6% |