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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 | $109,445 | $75,134+45.7% | $304,630-64.1% | $75,134+45.7% |
| Participation rate | 51.9% | 53.2%-1.3pp | 67.9%-16.1pp | 53.2%-1.3pp |
| Annual return | 17.89% | 14.56%+3.3pp | 11.64%+6.3pp | 14.56%+3.3pp |
| Employer contribution / active EE | $0 | $17,726-100.0% | $29,469-100.0% | $17,726-100.0% |
| Participant deferral / active EE | $4,466 | $1,709+161.3% | $4,558-2.0% | $1,709+161.3% |
| Admin fee / account holder | $1,106 | $1,275-13.3% | $6,638-83.3% | $1,275-13.3% |