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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 | $16,253 | $54,541-70.2% | $78,778-79.4% | $70,126-76.8% |
| Participation rate | 63.0% | 60.8%+2.2pp | 69.2%-6.1pp | 69.5%-6.5pp |
| Annual return | 14.43% | 21.07%-6.6pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $691 | $1,089-36.5% | $1,986-65.2% | $2,343-70.5% |
| Participant deferral / active EE | $2,052 | $2,210-7.2% | $2,958-30.6% | $3,332-38.4% |
| Admin fee / account holder | $3,086 | $3,709-16.8% | $5,134-39.9% | $4,645-33.6% |