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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 | $12,644 | $72,177-82.5% | $115,037-89.0% | $59,632-78.8% |
| Participation rate | 69.0% | 72.6%-3.5pp | 81.4%-12.3pp | 68.7%+0.4pp |
| Annual return | 16.63% | 12.02%+4.6pp | 26.14%-9.5pp | 2041.32%-2024.7pp |
| Employer contribution / active EE | $1,746 | $2,841-38.5% | $4,608-62.1% | $2,203-20.7% |
| Participant deferral / active EE | $2,861 | $4,783-40.2% | $6,026-52.5% | $3,192-10.4% |
| Admin fee / account holder | $1,739 | $4,927-64.7% | $8,175-78.7% | $4,297-59.5% |