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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 | $31,164 | $254,759-87.8% | $216,567-85.6% | $198,609-84.3% |
| Participation rate | 65.0% | 84.5%-19.5pp | 81.6%-16.6pp | 82.4%-17.4pp |
| Annual return | 15.60% | 10.04%+5.6pp | 12.94%+2.7pp | 202.70%-187.1pp |
| Employer contribution / active EE | $1,451 | $6,096-76.2% | $5,216-72.2% | $5,055-71.3% |
| Participant deferral / active EE | $4,268 | $6,948-38.6% | $6,191-31.1% | $6,977-38.8% |
| Admin fee / account holder | $1,462 | $26,311-94.4% | $21,981-93.3% | $19,030-92.3% |