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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 | $16,616 | $93,617-82.3% | $135,982-87.8% | $75,177-77.9% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 20.26% | 30.89%-10.6pp | 68.32%-48.1pp | 160.75%-140.5pp |
| Employer contribution / active EE | $2,899 | $3,538-18.1% | $4,859-40.3% | $2,671+8.5% |
| Participant deferral / active EE | $5,142 | $6,406-19.7% | $7,760-33.7% | $4,126+24.6% |
| Admin fee / account holder | $2,847 | $6,980-59.2% | $10,767-73.6% | $5,651-49.6% |