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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 | $13,398 | $57,828-76.8% | $117,039-88.6% | $70,124-80.9% |
| Participation rate | 67.7% | 67.1%+0.6pp | 77.2%-9.5pp | 69.5%-1.8pp |
| Annual return | 36.85% | 17.55%+19.3pp | 18.95%+17.9pp | 73.14%-36.3pp |
| Employer contribution / active EE | $1,303 | $1,816-28.2% | $3,785-65.6% | $2,342-44.4% |
| Participant deferral / active EE | $2,406 | $2,438-1.3% | $3,929-38.8% | $3,332-27.8% |
| Admin fee / account holder | $1,417 | $3,548-60.1% | $5,974-76.3% | $4,645-69.5% |