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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 | $16,212 | $53,777-69.9% | $134,155-87.9% | $79,858-79.7% |
| Participation rate | 60.8% | 58.8%+2.0pp | 72.2%-11.4pp | 69.6%-8.9pp |
| Annual return | 16.41% | 19.01%-2.6pp | 36.34%-19.9pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,006 | $1,321-23.9% | $3,705-72.8% | $2,471-59.3% |
| Participant deferral / active EE | $1,625 | $2,420-32.8% | $3,500-53.6% | $3,740-56.6% |
| Admin fee / account holder | $2,322 | $3,984-41.7% | $6,685-65.3% | $5,306-56.2% |