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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 | $12,387 | $68,573-81.9% | $120,368-89.7% | $80,874-84.7% |
| Participation rate | 45.6% | 61.6%-16.0pp | 71.9%-26.3pp | 67.6%-22.1pp |
| Annual return | 16.03% | 23.61%-7.6pp | 107.26%-91.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $2,910 | $2,052+41.8% | $3,465-16.0% | $2,756+5.6% |
| Participant deferral / active EE | $2,258 | $3,174-28.9% | $4,991-54.8% | $4,297-47.4% |
| Admin fee / account holder | $4,677 | $5,734-18.4% | $9,429-50.4% | $6,935-32.6% |