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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 | $15,011 | $68,880-78.2% | $120,580-87.6% | $80,959-81.5% |
| Participation rate | 28.4% | 61.7%-33.3pp | 72.0%-43.5pp | 67.7%-39.3pp |
| Annual return | 20.20% | 23.68%-3.5pp | 107.48%-87.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,545 | $2,066-25.2% | $3,469-55.5% | $2,757-44.0% |
| Participant deferral / active EE | $1,967 | $3,191-38.4% | $4,995-60.6% | $4,300-54.3% |
| Admin fee / account holder | $8,948 | $5,785+54.7% | $9,418-5.0% | $6,925+29.2% |