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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 | $30,429 | $123,793-75.4% | $177,840-82.9% | $79,852-61.9% |
| Participation rate | 47.7% | 84.7%-36.9pp | 87.7%-40.0pp | 69.6%-21.9pp |
| Annual return | 39.46% | 22.82%+16.6pp | 48.32%-8.9pp | 31.72%+7.7pp |
| Employer contribution / active EE | $2,591 | $4,095-36.7% | $5,919-56.2% | $2,471+4.9% |
| Participant deferral / active EE | $5,436 | $5,956-8.7% | $7,714-29.5% | $3,740+45.3% |
| Admin fee / account holder | $1,890 | $7,243-73.9% | $12,431-84.8% | $5,306-64.4% |