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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 | $15,516 | $76,383-79.7% | $121,663-87.2% | $64,340-75.9% |
| Participation rate | 65.4% | 60.4%+5.0pp | 74.5%-9.1pp | 55.2%+10.2pp |
| Annual return | 16.53% | 16.98%-0.5pp | 147.54%-131.0pp | 24.14%-7.6pp |
| Employer contribution / active EE | $694 | $1,943-64.3% | $3,020-77.0% | $1,862-62.7% |
| Participant deferral / active EE | $1,898 | $3,149-39.7% | $4,887-61.2% | $2,980-36.3% |
| Admin fee / account holder | $2,511 | $4,142-39.4% | $14,289-82.4% | $3,703-32.2% |