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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 | $16,726 | $54,541-69.3% | $78,778-78.8% | $70,126-76.1% |
| Participation rate | 59.6% | 60.8%-1.2pp | 69.2%-9.6pp | 69.5%-10.0pp |
| Annual return | 22.39% | 21.07%+1.3pp | 35.62%-13.2pp | 73.15%-50.8pp |
| Employer contribution / active EE | $1,186 | $1,089+8.9% | $1,986-40.3% | $2,343-49.4% |
| Participant deferral / active EE | $2,510 | $2,210+13.6% | $2,958-15.1% | $3,332-24.7% |
| Admin fee / account holder | $514 | $3,709-86.1% | $5,134-90.0% | $4,645-88.9% |