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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 | $68,852-78.2% | $120,524-87.5% | $80,925-81.5% |
| Participation rate | 28.4% | 61.6%-33.2pp | 71.9%-43.5pp | 67.7%-39.2pp |
| Annual return | 20.20% | 23.67%-3.5pp | 107.36%-87.2pp | 35.65%-15.4pp |
| Employer contribution / active EE | $1,545 | $2,063-25.1% | $3,469-55.5% | $2,756-43.9% |
| Participant deferral / active EE | $1,967 | $3,187-38.3% | $4,994-60.6% | $4,299-54.2% |
| Admin fee / account holder | $8,948 | $5,781+54.8% | $9,440-5.2% | $6,940+28.9% |