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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 | $15,533 | $58,493-73.4% | $84,023-81.5% | $72,976-78.7% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.1pp | 69.5%-16.5pp |
| Annual return | 38.53% | 28.93%+9.6pp | 71.32%-32.8pp | 81.02%-42.5pp |
| Employer contribution / active EE | $1,301 | $1,163+11.9% | $1,984-34.4% | $2,440-46.7% |
| Participant deferral / active EE | $3,976 | $2,394+66.1% | $3,239+22.7% | $3,608+10.2% |
| Admin fee / account holder | $635 | $4,569-86.1% | $6,102-89.6% | $5,124-87.6% |