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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 | $15,307 | $47,448-67.7% | $94,993-83.9% | $62,293-75.4% |
| Participation rate | 56.2% | 66.5%-10.3pp | 73.9%-17.7pp | 69.5%-13.3pp |
| Annual return | 26.17% | 22.64%+3.5pp | 27.14%-1.0pp | 28.90%-2.7pp |
| Employer contribution / active EE | $1,883 | $1,300+44.9% | $2,603-27.7% | $2,042-7.8% |
| Participant deferral / active EE | $2,430 | $2,375+2.3% | $3,317-26.8% | $3,169-23.3% |
| Admin fee / account holder | $686 | $434+57.8% | $4,960-86.2% | $479+43.0% |