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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 | $24,933 | $98,776-74.8% | $149,745-83.3% | $79,856-68.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 32.83% | 27.38%+5.5pp | 276.72%-243.9pp | 31.71%+1.1pp |
| Employer contribution / active EE | $1,846 | $3,217-42.6% | $4,646-60.3% | $2,471-25.3% |
| Participant deferral / active EE | $3,172 | $5,681-44.2% | $6,843-53.6% | $3,741-15.2% |
| Admin fee / account holder | $2,258 | $6,053-62.7% | $9,312-75.8% | $5,306-57.5% |