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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 | $17,105 | $46,877-63.5% | $122,342-86.0% | $70,131-75.6% |
| Participation rate | 69.7% | 58.2%+11.5pp | 71.6%-1.9pp | 69.5%+0.2pp |
| Annual return | 15.93% | 24.22%-8.3pp | 30.28%-14.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $683 | $1,288-47.0% | $4,051-83.1% | $2,342-70.8% |
| Participant deferral / active EE | $1,879 | $2,167-13.3% | $3,287-42.8% | $3,332-43.6% |
| Admin fee / account holder | $7,832 | $3,324+135.6% | $5,478+43.0% | $4,645+68.6% |