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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 | $16,592 | $90,400-81.6% | $186,193-91.1% | $87,485-81.0% |
| Participation rate | 51.1% | 66.2%-15.1pp | 77.1%-26.0pp | 68.9%-17.8pp |
| Annual return | 24.67% | 22.15%+2.5pp | 78.03%-53.4pp | 26.06%-1.4pp |
| Employer contribution / active EE | $849 | $2,170-60.9% | $3,918-78.3% | $2,596-67.3% |
| Participant deferral / active EE | $2,753 | $4,330-36.4% | $6,513-57.7% | $4,274-35.6% |
| Admin fee / account holder | $312 | $8,673-96.4% | $11,058-97.2% | $7,775-96.0% |