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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 | $18,653 | $58,512-68.1% | $84,020-77.8% | $72,983-74.4% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 18.75% | 28.93%-10.2pp | 71.31%-52.6pp | 81.01%-62.3pp |
| Employer contribution / active EE | $257 | $1,163-77.9% | $1,984-87.0% | $2,440-89.5% |
| Participant deferral / active EE | $1,407 | $2,394-41.2% | $3,239-56.6% | $3,608-61.0% |
| Admin fee / account holder | $9,275 | $4,569+103.0% | $6,101+52.0% | $5,124+81.0% |