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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 | $16,826 | $93,598-82.0% | $135,974-87.6% | $75,173-77.6% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 29.78% | 30.89%-1.1pp | 68.30%-38.5pp | 160.72%-130.9pp |
| Employer contribution / active EE | $1,520 | $3,538-57.0% | $4,859-68.7% | $2,671-43.1% |
| Participant deferral / active EE | $3,428 | $6,405-46.5% | $7,760-55.8% | $4,126-16.9% |
| Admin fee / account holder | $1,171 | $6,978-83.2% | $10,767-89.1% | $5,651-79.3% |