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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 | $11,543 | $78,015-85.2% | $178,505-93.5% | $80,959-85.7% |
| Participation rate | 67.4% | 65.7%+1.7pp | 77.1%-9.7pp | 67.7%-0.3pp |
| Annual return | 16.37% | 18.10%-1.7pp | 27.16%-10.8pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,313 | $2,281-42.5% | $3,955-66.8% | $2,757-52.4% |
| Participant deferral / active EE | $3,050 | $4,406-30.8% | $6,280-51.4% | $4,300-29.1% |
| Admin fee / account holder | $1,557 | $7,160-78.3% | $10,428-85.1% | $6,925-77.5% |