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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 | $24,940 | $107,421-76.8% | $182,262-86.3% | $94,015-73.5% |
| Participation rate | 60.3% | 77.8%-17.5pp | 84.2%-24.0pp | 70.8%-10.6pp |
| Annual return | 39.09% | 21.32%+17.8pp | 140.60%-101.5pp | 17.84%+21.2pp |
| Employer contribution / active EE | $799 | $3,448-76.8% | $5,046-84.2% | $2,790-71.4% |
| Participant deferral / active EE | $4,620 | $6,558-29.5% | $8,276-44.2% | $4,249+8.7% |
| Admin fee / account holder | $6,665 | $8,692-23.3% | $16,712-60.1% | $8,951-25.5% |