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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 | $15,516 | $77,670-80.0% | $125,529-87.6% | $65,306-76.2% |
| Participation rate | 65.4% | 63.2%+2.3pp | 74.7%-9.3pp | 57.7%+7.7pp |
| Annual return | 16.53% | 15.16%+1.4pp | 202.56%-186.0pp | 21.94%-5.4pp |
| Employer contribution / active EE | $694 | $2,099-66.9% | $3,058-77.3% | $1,967-64.7% |
| Participant deferral / active EE | $1,898 | $3,095-38.7% | $4,813-60.6% | $2,959-35.9% |
| Admin fee / account holder | $2,511 | $3,598-30.2% | $16,298-84.6% | $3,480-27.8% |