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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 | $14,116 | $101,778-86.1% | $164,975-91.4% | $80,925-82.6% |
| Participation rate | 56.7% | 71.8%-15.2pp | 78.6%-21.9pp | 67.7%-11.0pp |
| Annual return | 19.76% | 16.73%+3.0pp | 70.12%-50.4pp | 35.65%-15.9pp |
| Employer contribution / active EE | $2,061 | $2,954-30.2% | $4,343-52.5% | $2,756-25.2% |
| Participant deferral / active EE | $3,847 | $4,477-14.1% | $6,033-36.2% | $4,299-10.5% |
| Admin fee / account holder | $1,701 | $8,221-79.3% | $12,688-86.6% | $6,940-75.5% |