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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 | $14,054 | $59,839-76.5% | $81,988-82.9% | $79,858-82.4% |
| Participation rate | 62.5% | 61.6%+0.9pp | 69.3%-6.8pp | 69.6%-7.1pp |
| Annual return | 25.63% | 17.56%+8.1pp | 41.31%-15.7pp | 31.72%-6.1pp |
| Employer contribution / active EE | $2,714 | $1,713+58.4% | $2,498+8.6% | $2,471+9.8% |
| Participant deferral / active EE | $5,453 | $2,695+102.3% | $3,722+46.5% | $3,740+45.8% |
| Admin fee / account holder | $2,246 | $4,287-47.6% | $5,665-60.3% | $5,306-57.7% |