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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 | $138,366-79.2% | $184,185-84.3% | $80,911-64.4% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.6%-23.2pp |
| Annual return | 61.70% | 20.02%+41.7pp | 28.81%+32.9pp | 35.63%+26.1pp |
| Employer contribution / active EE | $2,598 | $4,849-46.4% | $6,426-59.6% | $2,756-5.7% |
| Participant deferral / active EE | $7,986 | $7,074+12.9% | $9,132-12.5% | $4,297+85.8% |
| Admin fee / account holder | $1,328 | $10,484-87.3% | $13,909-90.5% | $6,935-80.8% |