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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 | $15,964 | $93,346-82.9% | $71,796-77.8% | $273,972-94.2% |
| Participation rate | 68.8% | 76.5%-7.8pp | 69.1%-0.4pp | 83.0%-14.3pp |
| Annual return | 5.56% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,142 | $2,733-21.6% | $1,924+11.3% | $4,869-56.0% |
| Participant deferral / active EE | $3,403 | $3,475-2.1% | $2,794+21.8% | $5,287-35.6% |
| Admin fee / account holder | $948 | $6,571-85.6% | $4,815-80.3% | $10,133-90.6% |