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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 | $47,710 | $254,759-81.3% | $216,567-78.0% | $198,609-76.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 20.71% | 10.04%+10.7pp | 12.94%+7.8pp | 202.70%-182.0pp |
| Employer contribution / active EE | $2,658 | $6,096-56.4% | $5,216-49.0% | $5,055-47.4% |
| Participant deferral / active EE | $8,880 | $6,948+27.8% | $6,191+43.4% | $6,977+27.3% |
| Admin fee / account holder | $1,692 | $26,311-93.6% | $21,981-92.3% | $19,030-91.1% |