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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 | $15,868 | $87,834-81.9% | $133,975-88.2% | $62,881-74.8% |
| Participation rate | 60.0% | 83.4%-23.4pp | 87.1%-27.1pp | 69.3%-9.3pp |
| Annual return | 25.09% | 12.05%+13.0pp | 29.29%-4.2pp | 20.14%+4.9pp |
| Employer contribution / active EE | $1,626 | $3,482-53.3% | $5,211-68.8% | $2,281-28.7% |
| Participant deferral / active EE | $2,526 | $4,812-47.5% | $6,282-59.8% | $3,203-21.1% |
| Admin fee / account holder | $794 | $5,372-85.2% | $9,324-91.5% | $4,296-81.5% |