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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 | $13,634 | $54,541-75.0% | $78,778-82.7% | $70,126-80.6% |
| Participation rate | 65.9% | 60.8%+5.1pp | 69.2%-3.3pp | 69.5%-3.7pp |
| Annual return | 22.48% | 21.07%+1.4pp | 35.62%-13.1pp | 73.15%-50.7pp |
| Employer contribution / active EE | $1,518 | $1,089+39.4% | $1,986-23.6% | $2,343-35.2% |
| Participant deferral / active EE | $1,967 | $2,210-11.0% | $2,958-33.5% | $3,332-41.0% |
| Admin fee / account holder | $836 | $3,709-77.5% | $5,134-83.7% | $4,645-82.0% |