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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 | $16,256 | $138,312-88.2% | $122,979-86.8% | $155,188-89.5% |
| Participation rate | 47.4% | 80.2%-32.8pp | 77.2%-29.8pp | 80.8%-33.4pp |
| Annual return | 12.41% | 22.06%-9.7pp | 20.12%-7.7pp | 148.84%-136.4pp |
| Employer contribution / active EE | $1,498 | $3,530-57.6% | $3,062-51.1% | $4,248-64.7% |
| Participant deferral / active EE | $2,349 | $5,592-58.0% | $5,003-53.0% | $6,531-64.0% |
| Admin fee / account holder | $714 | $15,089-95.3% | $12,864-94.4% | $14,480-95.1% |