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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 | $30,093 | $77,569-61.2% | $115,599-74.0% | $64,097-53.1% |
| Participation rate | 38.4% | 60.7%-22.3pp | 74.3%-35.9pp | 55.2%-16.8pp |
| Annual return | 20.75% | 18.52%+2.2pp | 111.10%-90.3pp | 34.64%-13.9pp |
| Employer contribution / active EE | $1,044 | $1,915-45.5% | $2,955-64.7% | $1,891-44.8% |
| Participant deferral / active EE | $1,649 | $3,327-50.4% | $4,889-66.3% | $3,080-46.4% |
| Admin fee / account holder | $5,113 | $4,470+14.4% | $12,841-60.2% | $3,454+48.0% |