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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 | $16,605 | $76,551-78.3% | $123,894-86.6% | $62,881-73.6% |
| Participation rate | 56.3% | 73.0%-16.7pp | 81.4%-25.2pp | 69.3%-13.1pp |
| Annual return | 44.64% | 18.68%+26.0pp | 47.52%-2.9pp | 20.14%+24.5pp |
| Employer contribution / active EE | $1,406 | $2,882-51.2% | $4,617-69.5% | $2,281-38.4% |
| Participant deferral / active EE | $2,089 | $4,840-56.8% | $5,984-65.1% | $3,203-34.8% |
| Admin fee / account holder | $1,004 | $4,826-79.2% | $8,357-88.0% | $4,296-76.6% |