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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 | $20,413 | $93,598-78.2% | $135,974-85.0% | $75,173-72.8% |
| Participation rate | 52.1% | 75.2%-23.1pp | 81.9%-29.8pp | 67.2%-15.1pp |
| Annual return | 49.91% | 30.89%+19.0pp | 68.30%-18.4pp | 160.72%-110.8pp |
| Employer contribution / active EE | $1,546 | $3,538-56.3% | $4,859-68.2% | $2,671-42.1% |
| Participant deferral / active EE | $3,094 | $6,405-51.7% | $7,760-60.1% | $4,126-25.0% |
| Admin fee / account holder | $2,327 | $6,978-66.7% | $10,767-78.4% | $5,651-58.8% |