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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 | $31,368 | $167,415-81.3% | $140,514-77.7% | $198,609-84.2% |
| Participation rate | 63.2% | 80.9%-17.7pp | 77.8%-14.6pp | 82.4%-19.2pp |
| Annual return | 31.43% | 13.85%+17.6pp | 14.36%+17.1pp | 202.70%-171.3pp |
| Employer contribution / active EE | $1,961 | $4,088-52.0% | $3,378-41.9% | $5,055-61.2% |
| Participant deferral / active EE | $3,556 | $5,579-36.3% | $4,919-27.7% | $6,977-49.0% |
| Admin fee / account holder | $1,170 | $16,730-93.0% | $13,697-91.5% | $19,030-93.9% |