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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 | $35,943 | $146,267-75.4% | $197,124-81.8% | $82,448-56.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 86.7%-28.4pp | 68.1%-9.7pp |
| Annual return | 21.99% | 29.61%-7.6pp | 44.34%-22.4pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,359 | $4,723-50.1% | $6,227-62.1% | $2,551-7.5% |
| Participant deferral / active EE | $3,925 | $7,035-44.2% | $9,135-57.0% | $4,139-5.2% |
| Admin fee / account holder | $5,486 | $14,422-62.0% | $16,298-66.3% | $7,234-24.2% |