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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 | $12,354 | $56,054-78.0% | $171,082-92.8% | $62,881-80.4% |
| Participation rate | 66.0% | 62.9%+3.1pp | 76.7%-10.7pp | 69.3%-3.3pp |
| Annual return | 12.23% | 22.52%-10.3pp | 32.56%-20.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,653 | $1,731-4.5% | $4,002-58.7% | $2,281-27.5% |
| Participant deferral / active EE | $2,869 | $3,158-9.2% | $4,797-40.2% | $3,203-10.4% |
| Admin fee / account holder | $1,343 | $3,647-63.2% | $8,520-84.2% | $4,296-68.7% |