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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 | $15,908 | $86,891-81.7% | $142,516-88.8% | $75,173-78.8% |
| Participation rate | 61.2% | 68.5%-7.3pp | 76.8%-15.5pp | 67.2%-6.0pp |
| Annual return | 25.73% | 23.31%+2.4pp | 19.99%+5.7pp | 160.72%-135.0pp |
| Employer contribution / active EE | $2,579 | $3,355-23.1% | $4,849-46.8% | $2,671-3.4% |
| Participant deferral / active EE | $4,018 | $4,938-18.6% | $6,280-36.0% | $4,126-2.6% |
| Admin fee / account holder | $1,151 | $7,299-84.2% | $10,008-88.5% | $5,651-79.6% |