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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 | $16,492 | $58,493-71.8% | $84,023-80.4% | $72,976-77.4% |
| Participation rate | 14.8% | 61.2%-46.4pp | 69.0%-54.2pp | 69.5%-54.7pp |
| Annual return | 20.61% | 28.93%-8.3pp | 71.32%-50.7pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,647 | $1,163+41.6% | $1,984-17.0% | $2,440-32.5% |
| Participant deferral / active EE | $3,517 | $2,394+46.9% | $3,239+8.6% | $3,608-2.5% |
| Admin fee / account holder | $9,940 | $4,569+117.6% | $6,102+62.9% | $5,124+94.0% |