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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 | $16,547 | $72,269-77.1% | $101,271-83.7% | $79,852-79.3% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 31.73% | 22.29%+9.4pp | 46.48%-14.8pp | 31.72%0pp |
| Employer contribution / active EE | $1,148 | $2,692-57.4% | $3,660-68.6% | $2,471-53.5% |
| Participant deferral / active EE | $2,562 | $3,282-21.9% | $4,371-41.4% | $3,740-31.5% |
| Admin fee / account holder | $365 | $4,401-91.7% | $5,948-93.9% | $5,306-93.1% |