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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 | $27,034 | $140,592-80.8% | $123,106-78.0% | $125,388-78.4% |
| Participation rate | 45.5% | 88.2%-42.7pp | 86.8%-41.3pp | 83.2%-37.7pp |
| Annual return | 33.86% | 16.80%+17.1pp | 13.22%+20.6pp | 282.24%-248.4pp |
| Employer contribution / active EE | $1,624 | $6,041-73.1% | $5,151-68.5% | $4,866-66.6% |
| Participant deferral / active EE | $2,952 | $6,980-57.7% | $6,229-52.6% | $5,352-44.8% |
| Admin fee / account holder | $7,501 | $11,198-33.0% | $9,015-16.8% | $9,541-21.4% |