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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 | $16,644 | $109,359-84.8% | $162,171-89.7% | $72,983-77.2% |
| Participation rate | 61.9% | 84.3%-22.3pp | 87.6%-25.6pp | 69.5%-7.6pp |
| Annual return | 20.51% | 25.46%-5.0pp | 115.60%-95.1pp | 81.01%-60.5pp |
| Employer contribution / active EE | $1,352 | $3,907-65.4% | $5,613-75.9% | $2,440-44.6% |
| Participant deferral / active EE | $2,617 | $5,481-52.2% | $7,297-64.1% | $3,608-27.4% |
| Admin fee / account holder | $5,091 | $7,972-36.1% | $10,843-53.0% | $5,124-0.7% |