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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 | $16,993 | $139,948-87.9% | $121,663-86.0% | $154,746-89.0% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.5%-31.6pp | 80.7%-37.8pp |
| Annual return | 13.24% | 230.52%-217.3pp | 147.54%-134.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,858 | $3,521-47.2% | $3,020-38.5% | $4,379-57.6% |
| Participant deferral / active EE | $3,249 | $5,629-42.3% | $4,887-33.5% | $6,730-51.7% |
| Admin fee / account holder | $18,004 | $17,321+3.9% | $14,289+26.0% | $14,365+25.3% |