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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 | $36,187 | $109,359-66.9% | $162,185-77.7% | $72,976-50.4% |
| Participation rate | 58.3% | 84.3%-25.9pp | 87.6%-29.2pp | 69.5%-11.2pp |
| Annual return | 31.36% | 25.46%+5.9pp | 115.61%-84.2pp | 81.02%-49.7pp |
| Employer contribution / active EE | $1,653 | $3,907-57.7% | $5,613-70.5% | $2,440-32.2% |
| Participant deferral / active EE | $4,140 | $5,481-24.5% | $7,297-43.3% | $3,608+14.8% |
| Admin fee / account holder | $3,445 | $7,972-56.8% | $10,844-68.2% | $5,124-32.8% |