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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 | $16,769 | $48,364-65.3% | $71,796-76.6% | $62,881-73.3% |
| Participation rate | 46.0% | 60.6%-14.6pp | 69.1%-23.1pp | 69.3%-23.3pp |
| Annual return | 7.86% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,252 | $1,042+20.2% | $1,924-34.9% | $2,281-45.1% |
| Participant deferral / active EE | $1,685 | $2,091-19.4% | $2,794-39.7% | $3,203-47.4% |
| Admin fee / account holder | $335 | $3,771-91.1% | $4,815-93.1% | $4,296-92.2% |