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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 | $25,323 | $69,511-63.6% | $94,664-73.2% | $71,511-64.6% |
| Participation rate | 43.2% | 78.4%-35.2pp | 80.8%-37.6pp | 67.9%-24.7pp |
| Annual return | 23.49% | 29.67%-6.2pp | 156.84%-133.4pp | 28.86%-5.4pp |
| Employer contribution / active EE | $2,439 | $2,853-14.5% | $3,673-33.6% | $2,589-5.8% |
| Participant deferral / active EE | $5,796 | $7,348-21.1% | $7,417-21.9% | $4,291+35.1% |
| Admin fee / account holder | $8,067 | $1,211+566.3% | $7,222+11.7% | $1,588+407.9% |