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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 | $37,286 | $254,759-85.4% | $216,567-82.8% | $198,609-81.2% |
| Participation rate | 45.5% | 84.5%-39.1pp | 81.6%-36.2pp | 82.4%-36.9pp |
| Annual return | 15.77% | 10.04%+5.7pp | 12.94%+2.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $2,325 | $6,096-61.9% | $5,216-55.4% | $5,055-54.0% |
| Participant deferral / active EE | $4,761 | $6,948-31.5% | $6,191-23.1% | $6,977-31.8% |
| Admin fee / account holder | $31,261 | $26,311+18.8% | $21,981+42.2% | $19,030+64.3% |