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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 | $16,633 | $77,816-78.6% | $123,549-86.5% | $64,181-74.1% |
| Participation rate | 58.0% | 74.7%-16.7pp | 82.3%-24.3pp | 69.6%-11.6pp |
| Annual return | 17.04% | 12.49%+4.6pp | 119.20%-102.2pp | 7.63%+9.4pp |
| Employer contribution / active EE | $803 | $3,014-73.4% | $4,628-82.7% | $2,381-66.3% |
| Participant deferral / active EE | $3,853 | $5,240-26.5% | $6,426-40.0% | $3,470+11.1% |
| Admin fee / account holder | $5,729 | $5,519+3.8% | $9,284-38.3% | $4,887+17.2% |