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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 | $16,851 | $80,855-79.2% | $153,416-89.0% | $86,983-80.6% |
| Participation rate | 64.0% | 64.1%-0.1pp | 74.3%-10.3pp | 69.5%-5.5pp |
| Annual return | 21.41% | 16.18%+5.2pp | 17.84%+3.6pp | 25.83%-4.4pp |
| Employer contribution / active EE | $2,976 | $2,308+29.0% | $3,764-20.9% | $2,584+15.2% |
| Participant deferral / active EE | $3,565 | $3,333+7.0% | $4,723-24.5% | $4,194-15.0% |
| Admin fee / account holder | $520 | $6,908-92.5% | $13,095-96.0% | $7,856-93.4% |