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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 | $34,312 | $138,393-75.2% | $184,256-81.4% | $80,959-57.6% |
| Participation rate | 57.1% | 83.9%-26.8pp | 86.8%-29.7pp | 67.7%-10.5pp |
| Annual return | 0.00% | 20.01%-20.0pp | 28.85%-28.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $3,708 | $4,847-23.5% | $6,427-42.3% | $2,757+34.5% |
| Participant deferral / active EE | $6,913 | $7,076-2.3% | $9,133-24.3% | $4,300+60.7% |
| Admin fee / account holder | $4,676 | $10,489-55.4% | $13,899-66.4% | $6,925-32.5% |