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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 | $15,326 | $78,682-80.5% | $109,188-86.0% | $85,851-82.1% |
| Participation rate | 64.0% | 68.3%-4.3pp | 75.9%-11.9pp | 69.3%-5.3pp |
| Annual return | 16.51% | 25.09%-8.6pp | 25.76%-9.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $1,447 | $2,734-47.1% | $3,723-61.1% | $2,565-43.6% |
| Participant deferral / active EE | $2,518 | $3,468-27.4% | $4,654-45.9% | $3,952-36.3% |
| Admin fee / account holder | $363 | $5,470-93.4% | $6,755-94.6% | $6,261-94.2% |