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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 | $43,306 | $254,759-83.0% | $216,567-80.0% | $198,609-78.2% |
| Participation rate | 46.2% | 84.5%-38.4pp | 81.6%-35.5pp | 82.4%-36.2pp |
| Annual return | 15.79% | 10.04%+5.7pp | 12.94%+2.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $1,449 | $6,096-76.2% | $5,216-72.2% | $5,055-71.3% |
| Participant deferral / active EE | $2,773 | $6,948-60.1% | $6,191-55.2% | $6,977-60.2% |
| Admin fee / account holder | $1,310 | $26,311-95.0% | $21,981-94.0% | $19,030-93.1% |