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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 | $12,117 | $58,512-79.3% | $84,020-85.6% | $72,983-83.4% |
| Participation rate | 68.5% | 61.2%+7.3pp | 69.0%-0.5pp | 69.5%-1.0pp |
| Annual return | 34.37% | 28.93%+5.4pp | 71.31%-36.9pp | 81.01%-46.6pp |
| Employer contribution / active EE | $1,410 | $1,163+21.2% | $1,984-28.9% | $2,440-42.2% |
| Participant deferral / active EE | $2,549 | $2,394+6.5% | $3,239-21.3% | $3,608-29.3% |
| Admin fee / account holder | $478 | $4,569-89.5% | $6,101-92.2% | $5,124-90.7% |