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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 | $15,973 | $93,617-82.9% | $135,982-88.3% | $75,177-78.8% |
| Participation rate | 53.8% | 75.2%-21.4pp | 81.9%-28.1pp | 67.2%-13.4pp |
| Annual return | 31.06% | 30.89%+0.2pp | 68.32%-37.3pp | 160.75%-129.7pp |
| Employer contribution / active EE | $2,098 | $3,538-40.7% | $4,859-56.8% | $2,671-21.4% |
| Participant deferral / active EE | $3,748 | $6,406-41.5% | $7,760-51.7% | $4,126-9.2% |
| Admin fee / account holder | $11,255 | $6,980+61.3% | $10,767+4.5% | $5,651+99.2% |