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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 | $15,972 | $70,418-77.3% | $96,570-83.5% | $85,847-81.4% |
| Participation rate | 65.2% | 61.8%+3.3pp | 69.8%-4.7pp | 69.3%-4.2pp |
| Annual return | 19.48% | 18.59%+0.9pp | 37.79%-18.3pp | 318.61%-299.1pp |
| Employer contribution / active EE | $1,605 | $1,413+13.6% | $2,357-31.9% | $2,565-37.4% |
| Participant deferral / active EE | $3,248 | $2,894+12.2% | $3,849-15.6% | $3,952-17.8% |
| Admin fee / account holder | $3,699 | $4,995-25.9% | $6,182-40.2% | $6,261-40.9% |