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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 | $16,808 | $78,197-78.5% | $98,090-82.9% | $82,637-79.7% |
| Participation rate | 56.8% | 77.5%-20.7pp | 81.5%-24.8pp | 68.1%-11.3pp |
| Annual return | 27.85% | 40.25%-12.4pp | 37.05%-9.2pp | 53.51%-25.7pp |
| Employer contribution / active EE | $1,754 | $2,605-32.6% | $3,606-51.4% | $2,552-31.3% |
| Participant deferral / active EE | $3,462 | $6,636-47.8% | $7,845-55.9% | $4,126-16.1% |
| Admin fee / account holder | $1,790 | $14,832-87.9% | $11,815-84.9% | $7,339-75.6% |