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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 | $27,745 | $94,031-70.5% | $115,768-76.0% | $82,448-66.3% |
| Participation rate | 23.1% | 70.4%-47.3pp | 74.4%-51.3pp | 68.1%-45.0pp |
| Annual return | 14.30% | 20.61%-6.3pp | 100.46%-86.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,687 | $2,323+15.6% | $2,940-8.6% | $2,551+5.3% |
| Participant deferral / active EE | $5,497 | $3,972+38.4% | $4,917+11.8% | $4,139+32.8% |
| Admin fee / account holder | $156,591 | $10,249+1427.8% | $12,439+1158.8% | $7,234+2064.5% |