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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 | $15,984 | $48,313-66.9% | $73,309-78.2% | $52,331-69.5% |
| Participation rate | 64.6% | 68.6%-3.9pp | 74.9%-10.3pp | 68.1%-3.5pp |
| Annual return | 9.72% | 3.85%+5.9pp | 5.67%+4.0pp | 4.54%+5.2pp |
| Employer contribution / active EE | $1,975 | $1,661+18.9% | $3,237-39.0% | $1,882+4.9% |
| Participant deferral / active EE | $3,595 | $4,189-14.2% | $4,991-28.0% | $3,022+19.0% |
| Admin fee / account holder | $364 | $404-9.8% | $5,635-93.5% | $592-38.4% |