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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 | $34,467 | $125,797-72.6% | $170,043-79.7% | $75,173-54.1% |
| Participation rate | 53.8% | 83.6%-29.8pp | 87.0%-33.2pp | 67.2%-13.4pp |
| Annual return | 28.87% | 27.20%+1.7pp | 53.40%-24.5pp | 160.72%-131.9pp |
| Employer contribution / active EE | $2,531 | $4,616-45.2% | $6,790-62.7% | $2,671-5.2% |
| Participant deferral / active EE | $5,616 | $6,838-17.9% | $10,410-46.1% | $4,126+36.1% |
| Admin fee / account holder | $2,873 | $8,177-64.9% | $12,824-77.6% | $5,651-49.2% |