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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 | $14,173 | $54,541-74.0% | $78,778-82.0% | $70,126-79.8% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 26.69% | 21.07%+5.6pp | 35.62%-8.9pp | 73.15%-46.5pp |
| Employer contribution / active EE | $1,175 | $1,089+7.9% | $1,986-40.8% | $2,343-49.9% |
| Participant deferral / active EE | $2,858 | $2,210+29.3% | $2,958-3.4% | $3,332-14.2% |
| Admin fee / account holder | $303 | $3,709-91.8% | $5,134-94.1% | $4,645-93.5% |