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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 | $17,740 | $93,346-81.0% | $71,796-75.3% | $273,972-93.5% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.1%+0.1pp | 83.0%-13.8pp |
| Annual return | 7.10% | 130.39%-123.3pp | 78.04%-70.9pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,565 | $2,733-42.8% | $1,924-18.7% | $4,869-67.9% |
| Participant deferral / active EE | $3,515 | $3,475+1.1% | $2,794+25.8% | $5,287-33.5% |
| Admin fee / account holder | $1,188 | $6,571-81.9% | $4,815-75.3% | $10,133-88.3% |