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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 | $17,374 | $110,240-84.2% | $96,544-82.0% | $139,487-87.5% |
| Participation rate | 64.3% | 78.1%-13.8pp | 76.0%-11.7pp | 80.3%-16.1pp |
| Annual return | 29.59% | 26.41%+3.2pp | 25.88%+3.7pp | 373.84%-344.3pp |
| Employer contribution / active EE | $1,952 | $3,622-46.1% | $2,966-34.2% | $4,755-59.0% |
| Participant deferral / active EE | $4,804 | $5,549-13.4% | $4,851-1.0% | $6,713-28.4% |
| Admin fee / account holder | $432 | $11,602-96.3% | $8,254-94.8% | $11,407-96.2% |