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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 | $16,705 | $58,493-71.4% | $84,021-80.1% | $72,975-77.1% |
| Participation rate | 62.9% | 61.2%+1.7pp | 69.0%-6.1pp | 69.5%-6.6pp |
| Annual return | 21.20% | 28.93%-7.7pp | 71.32%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,035 | $1,163-11.0% | $1,984-47.8% | $2,440-57.6% |
| Participant deferral / active EE | $1,510 | $2,394-36.9% | $3,239-53.4% | $3,608-58.1% |
| Admin fee / account holder | $1,749 | $4,569-61.7% | $6,102-71.3% | $5,124-65.9% |