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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 | $16,538 | $93,617-82.3% | $135,982-87.8% | $75,177-78.0% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 24.41% | 30.89%-6.5pp | 68.32%-43.9pp | 160.75%-136.3pp |
| Employer contribution / active EE | $1,393 | $3,538-60.6% | $4,859-71.3% | $2,671-47.9% |
| Participant deferral / active EE | $3,827 | $6,406-40.3% | $7,760-50.7% | $4,126-7.3% |
| Admin fee / account holder | $759 | $6,980-89.1% | $10,767-92.9% | $5,651-86.6% |