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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 | $16,303 | $101,798-84.0% | $165,071-90.1% | $80,935-79.9% |
| Participation rate | 69.8% | 71.8%-2.0pp | 78.6%-8.8pp | 67.7%+2.2pp |
| Annual return | 21.08% | 16.73%+4.4pp | 70.17%-49.1pp | 35.66%-14.6pp |
| Employer contribution / active EE | $1,765 | $2,954-40.3% | $4,347-59.4% | $2,757-36.0% |
| Participant deferral / active EE | $3,210 | $4,476-28.3% | $6,035-46.8% | $4,299-25.3% |
| Admin fee / account holder | $4,000 | $8,221-51.3% | $12,695-68.5% | $6,924-42.2% |