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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 | $36,962 | $143,969-74.3% | $199,883-81.5% | $82,637-55.3% |
| Participation rate | 57.1% | 84.1%-27.0pp | 86.8%-29.6pp | 68.1%-10.9pp |
| Annual return | 25.78% | 25.67%+0.1pp | 43.81%-18.0pp | 53.51%-27.7pp |
| Employer contribution / active EE | $1,990 | $4,632-57.0% | $6,261-68.2% | $2,552-22.0% |
| Participant deferral / active EE | $4,068 | $6,937-41.4% | $9,138-55.5% | $4,126-1.4% |
| Admin fee / account holder | $2,743 | $14,597-81.2% | $17,268-84.1% | $7,339-62.6% |