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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 | $17,085 | $125,797-86.4% | $170,057-90.0% | $75,177-77.3% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.0%-20.3pp | 67.2%-0.5pp |
| Annual return | 31.03% | 27.20%+3.8pp | 53.42%-22.4pp | 160.75%-129.7pp |
| Employer contribution / active EE | $1,690 | $4,616-63.4% | $6,790-75.1% | $2,671-36.7% |
| Participant deferral / active EE | $5,824 | $6,838-14.8% | $10,411-44.1% | $4,126+41.1% |
| Admin fee / account holder | $1,798 | $8,177-78.0% | $12,826-86.0% | $5,651-68.2% |