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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 | $14,275 | $72,272-80.2% | $101,264-85.9% | $79,858-82.1% |
| Participation rate | 68.5% | 68.5%+0.1pp | 75.8%-7.3pp | 69.6%-1.1pp |
| Annual return | 18.54% | 22.30%-3.8pp | 46.48%-27.9pp | 31.72%-13.2pp |
| Employer contribution / active EE | $1,327 | $2,692-50.7% | $3,660-63.7% | $2,471-46.3% |
| Participant deferral / active EE | $2,181 | $3,282-33.5% | $4,370-50.1% | $3,740-41.7% |
| Admin fee / account holder | $4,991 | $4,401+13.4% | $5,947-16.1% | $5,306-5.9% |