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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 | $35,653 | $109,620-67.5% | $148,496-76.0% | $94,015-62.1% |
| Participation rate | 65.4% | 71.3%-5.9pp | 76.0%-10.7pp | 70.8%-5.4pp |
| Annual return | 42.46% | 17.54%+24.9pp | 12.33%+30.1pp | 17.84%+24.6pp |
| Employer contribution / active EE | $2,092 | $2,618-20.1% | $3,497-40.2% | $2,790-25.0% |
| Participant deferral / active EE | $3,506 | $3,831-8.5% | $4,808-27.1% | $4,249-17.5% |
| Admin fee / account holder | $1,084 | $10,050-89.2% | $19,547-94.5% | $8,951-87.9% |