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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 | $14,305 | $41,377-65.4% | $109,313-86.9% | $62,881-77.3% |
| Participation rate | 58.5% | 57.5%+1.0pp | 71.3%-12.7pp | 69.3%-10.8pp |
| Annual return | 14.42% | 11.05%+3.4pp | 22.07%-7.7pp | 20.14%-5.7pp |
| Employer contribution / active EE | $393 | $1,276-69.2% | $3,892-89.9% | $2,281-82.8% |
| Participant deferral / active EE | $3,345 | $2,045+63.6% | $3,166+5.6% | $3,203+4.4% |
| Admin fee / account holder | $1,045 | $2,884-63.8% | $5,666-81.6% | $4,296-75.7% |