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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 | $29,463 | $152,460-80.7% | $118,746-75.2% | $147,586-80.0% |
| Participation rate | 38.9% | 82.3%-43.4pp | 78.3%-39.4pp | 82.8%-43.9pp |
| Annual return | 20.64% | 17.41%+3.2pp | 24.54%-3.9pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,531 | $5,046-69.7% | $4,193-63.5% | $4,876-68.6% |
| Participant deferral / active EE | $3,384 | $6,212-45.5% | $5,332-36.5% | $5,439-37.8% |
| Admin fee / account holder | $1,558 | $16,953-90.8% | $10,720-85.5% | $10,886-85.7% |