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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 | $28,838 | $138,386-79.2% | $184,260-84.3% | $80,935-64.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 61.70% | 20.02%+41.7pp | 28.84%+32.9pp | 35.66%+26.0pp |
| Employer contribution / active EE | $2,598 | $4,851-46.4% | $6,427-59.6% | $2,757-5.8% |
| Participant deferral / active EE | $7,986 | $7,076+12.9% | $9,133-12.6% | $4,299+85.7% |
| Admin fee / account holder | $1,328 | $10,489-87.3% | $13,898-90.4% | $6,924-80.8% |