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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 | $7,091 | $43,075-83.5% | $74,577-90.5% | $62,881-88.7% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 28.37% | 17.50%+10.9pp | 20.47%+7.9pp | 20.14%+8.2pp |
| Employer contribution / active EE | $1,494 | $1,498-0.2% | $2,525-40.8% | $2,281-34.5% |
| Participant deferral / active EE | $2,822 | $2,389+18.1% | $3,458-18.4% | $3,203-11.9% |
| Admin fee / account holder | $300 | $2,840-89.4% | $4,138-92.7% | $4,296-93.0% |