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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 | $16,946 | $56,894-70.2% | $84,753-80.0% | $62,881-73.1% |
| Participation rate | 62.9% | 68.5%-5.7pp | 76.6%-13.7pp | 69.3%-6.4pp |
| Annual return | 12.46% | 6.30%+6.2pp | 22.78%-10.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,195 | $2,400-50.2% | $3,574-66.6% | $2,281-47.6% |
| Participant deferral / active EE | $3,255 | $2,709+20.1% | $3,712-12.3% | $3,203+1.6% |
| Admin fee / account holder | $4,941 | $3,581+38.0% | $5,333-7.4% | $4,296+15.0% |