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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 | $20,847 | $54,541-61.8% | $78,778-73.5% | $70,126-70.3% |
| Participation rate | 68.9% | 60.8%+8.1pp | 69.2%-0.3pp | 69.5%-0.7pp |
| Annual return | 72.69% | 21.07%+51.6pp | 35.62%+37.1pp | 73.15%-0.5pp |
| Employer contribution / active EE | $782 | $1,089-28.2% | $1,986-60.6% | $2,343-66.6% |
| Participant deferral / active EE | $2,473 | $2,210+11.9% | $2,958-16.4% | $3,332-25.8% |
| Admin fee / account holder | $3,921 | $3,709+5.7% | $5,134-23.6% | $4,645-15.6% |