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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 | $28,569 | $99,994-71.4% | $146,643-80.5% | $85,847-66.7% |
| Participation rate | 44.4% | 73.1%-28.6pp | 80.1%-35.6pp | 69.3%-24.9pp |
| Annual return | 20.18% | 18.93%+1.3pp | 22.75%-2.6pp | 318.61%-298.4pp |
| Employer contribution / active EE | $2,232 | $2,559-12.8% | $4,137-46.1% | $2,565-13.0% |
| Participant deferral / active EE | $3,843 | $4,006-4.1% | $5,506-30.2% | $3,952-2.8% |
| Admin fee / account holder | $14,008 | $7,703+81.9% | $10,280+36.3% | $6,261+123.7% |