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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 | $12,008 | $48,078-75.0% | $78,676-84.7% | $62,881-80.9% |
| Participation rate | 66.7% | 65.2%+1.5pp | 73.6%-6.9pp | 69.3%-2.6pp |
| Annual return | 7.40% | 31.36%-24.0pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $794 | $2,015-60.6% | $2,850-72.1% | $2,281-65.2% |
| Participant deferral / active EE | $1,188 | $2,587-54.1% | $3,517-66.2% | $3,203-62.9% |
| Admin fee / account holder | $1,654 | $3,206-48.4% | $4,510-63.3% | $4,296-61.5% |