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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 | $42,390 | $254,759-83.4% | $216,567-80.4% | $198,609-78.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 20.94% | 10.04%+10.9pp | 12.94%+8.0pp | 202.70%-181.8pp |
| Employer contribution / active EE | $3,189 | $6,096-47.7% | $5,216-38.9% | $5,055-36.9% |
| Participant deferral / active EE | $4,697 | $6,948-32.4% | $6,191-24.1% | $6,977-32.7% |
| Admin fee / account holder | $628 | $26,311-97.6% | $21,981-97.1% | $19,030-96.7% |