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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 | $15,981 | $93,598-82.9% | $135,974-88.2% | $75,173-78.7% |
| Participation rate | 51.7% | 75.2%-23.5pp | 81.9%-30.2pp | 67.2%-15.5pp |
| Annual return | 34.48% | 30.89%+3.6pp | 68.30%-33.8pp | 160.72%-126.2pp |
| Employer contribution / active EE | $2,233 | $3,538-36.9% | $4,859-54.0% | $2,671-16.4% |
| Participant deferral / active EE | $5,685 | $6,405-11.2% | $7,760-26.7% | $4,126+37.8% |
| Admin fee / account holder | $1,386 | $6,978-80.1% | $10,767-87.1% | $5,651-75.5% |