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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 | $28,236 | $212,777-86.7% | $173,703-83.7% | $198,609-85.8% |
| Participation rate | 41.2% | 81.1%-39.9pp | 75.9%-34.7pp | 82.4%-41.2pp |
| Annual return | 24.61% | 18.82%+5.8pp | 17.46%+7.2pp | 202.70%-178.1pp |
| Employer contribution / active EE | $1,454 | $5,214-72.1% | $4,288-66.1% | $5,055-71.2% |
| Participant deferral / active EE | $3,055 | $5,697-46.4% | $4,854-37.1% | $6,977-56.2% |
| Admin fee / account holder | $978 | $19,536-95.0% | $15,562-93.7% | $19,030-94.9% |