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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 | $15,580 | $93,346-83.3% | $71,796-78.3% | $273,972-94.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.63% | 130.39%-123.8pp | 78.04%-71.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,954 | $2,733+44.7% | $1,924+105.5% | $4,869-18.8% |
| Participant deferral / active EE | $2,426 | $3,475-30.2% | $2,794-13.2% | $5,287-54.1% |
| Admin fee / account holder | $18,487 | $6,571+181.4% | $4,815+284.0% | $10,133+82.5% |