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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 | $15,038 | $68,878-78.2% | $120,574-87.5% | $80,935-81.4% |
| Participation rate | 69.0% | 61.7%+7.3pp | 71.9%-2.9pp | 67.7%+1.4pp |
| Annual return | 14.66% | 23.67%-9.0pp | 107.42%-92.8pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,871 | $2,065-9.4% | $3,471-46.1% | $2,757-32.1% |
| Participant deferral / active EE | $3,455 | $3,189+8.4% | $4,996-30.8% | $4,299-19.6% |
| Admin fee / account holder | $325 | $5,782-94.4% | $9,445-96.6% | $6,924-95.3% |