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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 | $12,541 | $48,078-73.9% | $78,676-84.1% | $62,881-80.1% |
| Participation rate | 67.0% | 65.2%+1.8pp | 73.6%-6.5pp | 69.3%-2.3pp |
| Annual return | 24.34% | 31.36%-7.0pp | 62.19%-37.8pp | 20.14%+4.2pp |
| Employer contribution / active EE | $1,349 | $2,015-33.0% | $2,850-52.7% | $2,281-40.9% |
| Participant deferral / active EE | $2,364 | $2,587-8.6% | $3,517-32.8% | $3,203-26.2% |
| Admin fee / account holder | $1,495 | $3,206-53.4% | $4,510-66.9% | $4,296-65.2% |