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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 | $16,289 | $68,878-76.4% | $120,574-86.5% | $80,935-79.9% |
| Participation rate | 63.3% | 61.7%+1.7pp | 71.9%-8.6pp | 67.7%-4.3pp |
| Annual return | 11.97% | 23.67%-11.7pp | 107.42%-95.5pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,945 | $2,065-5.8% | $3,471-43.9% | $2,757-29.4% |
| Participant deferral / active EE | $2,680 | $3,189-16.0% | $4,996-46.4% | $4,299-37.7% |
| Admin fee / account holder | $584 | $5,782-89.9% | $9,445-93.8% | $6,924-91.6% |