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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 | $16,371 | $77,492-78.9% | $100,398-83.7% | $80,911-79.8% |
| Participation rate | 63.6% | 76.9%-13.3pp | 81.5%-17.9pp | 67.6%-4.0pp |
| Annual return | 38.42% | 37.23%+1.2pp | 49.32%-10.9pp | 35.63%+2.8pp |
| Employer contribution / active EE | $2,476 | $2,800-11.6% | $3,946-37.3% | $2,756-10.2% |
| Participant deferral / active EE | $4,715 | $6,817-30.8% | $8,084-41.7% | $4,297+9.7% |
| Admin fee / account holder | $4,975 | $5,892-15.6% | $7,893-37.0% | $6,935-28.3% |