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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 | $14,828 | $56,054-73.5% | $171,082-91.3% | $62,881-76.4% |
| Participation rate | 66.1% | 62.9%+3.2pp | 76.7%-10.6pp | 69.3%-3.2pp |
| Annual return | 7.72% | 22.52%-14.8pp | 32.56%-24.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $974 | $1,731-43.7% | $4,002-75.7% | $2,281-57.3% |
| Participant deferral / active EE | $1,843 | $3,158-41.7% | $4,797-61.6% | $3,203-42.5% |
| Admin fee / account holder | $330 | $3,647-90.9% | $8,520-96.1% | $4,296-92.3% |