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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 | $15,307 | $54,541-71.9% | $78,778-80.6% | $70,124-78.2% |
| Participation rate | 62.1% | 60.8%+1.3pp | 69.2%-7.1pp | 69.5%-7.5pp |
| Annual return | 14.34% | 21.07%-6.7pp | 35.62%-21.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $807 | $1,089-25.9% | $1,986-59.4% | $2,342-65.6% |
| Participant deferral / active EE | $1,370 | $2,210-38.0% | $2,958-53.7% | $3,332-58.9% |
| Admin fee / account holder | $1,425 | $3,709-61.6% | $5,134-72.3% | $4,645-69.3% |