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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 | $15,175 | $315,200-95.2% | $238,191-93.6% | $155,188-90.2% |
| Participation rate | 65.0% | 82.6%-17.6pp | 77.1%-12.1pp | 80.8%-15.8pp |
| Annual return | 11.40% | 10.25%+1.1pp | 13.02%-1.6pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,335 | $6,383-63.4% | $5,082-54.0% | $4,248-45.0% |
| Participant deferral / active EE | $5,484 | $8,044-31.8% | $6,726-18.5% | $6,531-16.0% |
| Admin fee / account holder | $2,615 | $48,031-94.6% | $34,582-92.4% | $14,480-81.9% |