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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 | $30,640 | $125,797-75.6% | $170,043-82.0% | $75,173-59.2% |
| Participation rate | 51.6% | 83.6%-32.0pp | 87.0%-35.4pp | 67.2%-15.6pp |
| Annual return | 29.80% | 27.20%+2.6pp | 53.40%-23.6pp | 160.72%-130.9pp |
| Employer contribution / active EE | $1,881 | $4,616-59.2% | $6,790-72.3% | $2,671-29.6% |
| Participant deferral / active EE | $4,196 | $6,838-38.6% | $10,410-59.7% | $4,126+1.7% |
| Admin fee / account holder | $3,771 | $8,177-53.9% | $12,824-70.6% | $5,651-33.3% |