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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 | $47,728 | $254,759-81.3% | $216,567-78.0% | $198,609-76.0% |
| Participation rate | 54.2% | 84.5%-30.4pp | 81.6%-27.5pp | 82.4%-28.2pp |
| Annual return | 16.82% | 10.04%+6.8pp | 12.94%+3.9pp | 202.70%-185.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,679 | $6,948-61.4% | $6,191-56.7% | $6,977-61.6% |
| Admin fee / account holder | $618 | $26,311-97.7% | $21,981-97.2% | $19,030-96.8% |