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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 | $10,357 | $56,110-81.5% | $94,993-89.1% | $70,126-85.2% |
| Participation rate | 66.7% | 65.0%+1.7pp | 73.9%-7.2pp | 69.5%-2.9pp |
| Annual return | 20.75% | 51.02%-30.3pp | 27.14%-6.4pp | 73.15%-52.4pp |
| Employer contribution / active EE | $972 | $1,442-32.6% | $2,603-62.7% | $2,343-58.5% |
| Participant deferral / active EE | $2,182 | $2,391-8.7% | $3,317-34.2% | $3,332-34.5% |
| Admin fee / account holder | $1,563 | $3,456-54.8% | $4,960-68.5% | $4,645-66.3% |