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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 | $17,145 | $108,825-84.2% | $156,181-89.0% | $82,448-79.2% |
| Participation rate | 69.4% | 72.4%-3.0pp | 78.8%-9.4pp | 68.1%+1.3pp |
| Annual return | 16.11% | 20.59%-4.5pp | 64.87%-48.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,035 | $2,870-63.9% | $4,294-75.9% | $2,551-59.4% |
| Participant deferral / active EE | $2,195 | $4,577-52.0% | $6,132-64.2% | $4,139-47.0% |
| Admin fee / account holder | $1,503 | $9,341-83.9% | $14,586-89.7% | $7,234-79.2% |