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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 | $21,518 | $106,749-79.8% | $145,433-85.2% | $82,448-73.9% |
| Participation rate | 54.7% | 75.6%-21.0pp | 82.1%-27.4pp | 68.1%-13.4pp |
| Annual return | 60.40% | 27.59%+32.8pp | 66.58%-6.2pp | 41.64%+18.8pp |
| Employer contribution / active EE | $2,534 | $3,444-26.4% | $4,554-44.4% | $2,551-0.7% |
| Participant deferral / active EE | $4,709 | $6,519-27.8% | $7,897-40.4% | $4,139+13.8% |
| Admin fee / account holder | $4,727 | $8,390-43.7% | $13,129-64.0% | $7,234-34.7% |