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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 | $15,417 | $87,132-82.3% | $105,624-85.4% | $80,959-81.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 75.3%-6.2pp | 67.7%+1.4pp |
| Annual return | 16.09% | 17.03%-0.9pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,020 | $2,397-57.4% | $3,168-67.8% | $2,757-63.0% |
| Participant deferral / active EE | $2,136 | $3,985-46.4% | $5,013-57.4% | $4,300-50.3% |
| Admin fee / account holder | $4,245 | $8,449-49.8% | $10,961-61.3% | $6,925-38.7% |