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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 | $16,099 | $76,551-79.0% | $123,894-87.0% | $62,881-74.4% |
| Participation rate | 65.6% | 73.0%-7.4pp | 81.4%-15.8pp | 69.3%-3.7pp |
| Annual return | 9.98% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,375 | $2,882-52.3% | $4,617-70.2% | $2,281-39.7% |
| Participant deferral / active EE | $2,849 | $4,840-41.1% | $5,984-52.4% | $3,203-11.1% |
| Admin fee / account holder | $1,551 | $4,826-67.9% | $8,357-81.4% | $4,296-63.9% |