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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 | $19,333 | $58,493-66.9% | $84,023-77.0% | $72,976-73.5% |
| Participation rate | 63.5% | 61.2%+2.3pp | 69.0%-5.5pp | 69.5%-6.0pp |
| Annual return | 23.72% | 28.93%-5.2pp | 71.32%-47.6pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,388 | $1,163+19.3% | $1,984-30.0% | $2,440-43.1% |
| Participant deferral / active EE | $1,982 | $2,394-17.2% | $3,239-38.8% | $3,608-45.1% |
| Admin fee / account holder | $3,630 | $4,569-20.5% | $6,102-40.5% | $5,124-29.2% |