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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 | $13,906 | $76,551-81.8% | $123,894-88.8% | $62,881-77.9% |
| Participation rate | 60.8% | 73.0%-12.2pp | 81.4%-20.6pp | 69.3%-8.5pp |
| Annual return | 22.36% | 18.68%+3.7pp | 47.52%-25.2pp | 20.14%+2.2pp |
| Employer contribution / active EE | $2,396 | $2,882-16.9% | $4,617-48.1% | $2,281+5.1% |
| Participant deferral / active EE | $3,969 | $4,840-18.0% | $5,984-33.7% | $3,203+23.9% |
| Admin fee / account holder | $359 | $4,826-92.6% | $8,357-95.7% | $4,296-91.6% |