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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 | $16,826 | $79,955-79.0% | $98,450-82.9% | $75,181-77.6% |
| Participation rate | 55.6% | 70.4%-14.8pp | 75.2%-19.6pp | 67.2%-11.6pp |
| Annual return | 15.21% | 19.75%-4.5pp | 21.16%-6.0pp | 160.69%-145.5pp |
| Employer contribution / active EE | $2,080 | $2,264-8.1% | $3,049-31.8% | $2,671-22.1% |
| Participant deferral / active EE | $3,557 | $3,752-5.2% | $4,739-24.9% | $4,126-13.8% |
| Admin fee / account holder | $18,747 | $6,841+174.0% | $8,961+109.2% | $5,650+231.8% |