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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 | $28,754 | $156,616-81.6% | $133,346-78.4% | $198,609-85.5% |
| Participation rate | 64.3% | 77.7%-13.4pp | 72.8%-8.6pp | 82.4%-18.1pp |
| Annual return | 14.72% | 44.25%-29.5pp | 36.85%-22.1pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,656 | $3,368-50.8% | $2,853-42.0% | $5,055-67.2% |
| Participant deferral / active EE | $2,983 | $4,920-39.4% | $4,332-31.1% | $6,977-57.2% |
| Admin fee / account holder | $2,549 | $17,468-85.4% | $14,264-82.1% | $19,030-86.6% |