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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 | $12,871 | $71,215-81.9% | $93,696-86.3% | $80,935-84.1% |
| Participation rate | 62.1% | 60.4%+1.7pp | 68.7%-6.7pp | 67.7%-5.6pp |
| Annual return | 13.62% | 11.27%+2.4pp | 133.74%-120.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $1,381 | $1,565-11.7% | $2,422-43.0% | $2,757-49.9% |
| Participant deferral / active EE | $2,318 | $4,037-42.6% | $4,417-47.5% | $4,299-46.1% |
| Admin fee / account holder | $559 | $6,958-92.0% | $8,287-93.3% | $6,924-91.9% |