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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 | $34,066 | $177,595-80.8% | $148,496-77.1% | $198,609-82.8% |
| Participation rate | 45.5% | 79.3%-33.8pp | 76.0%-30.6pp | 82.4%-36.9pp |
| Annual return | 19.30% | 9.97%+9.3pp | 12.33%+7.0pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,370 | $4,098-66.6% | $3,497-60.8% | $5,055-72.9% |
| Participant deferral / active EE | $2,562 | $5,539-53.7% | $4,808-46.7% | $6,977-63.3% |
| Admin fee / account holder | $776 | $27,010-97.1% | $19,547-96.0% | $19,030-95.9% |