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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 | $11,844 | $90,400-86.9% | $186,193-93.6% | $87,485-86.5% |
| Participation rate | 69.6% | 66.2%+3.4pp | 77.1%-7.5pp | 68.9%+0.6pp |
| Annual return | 23.22% | 22.15%+1.1pp | 78.03%-54.8pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,157 | $2,170-46.7% | $3,918-70.5% | $2,596-55.4% |
| Participant deferral / active EE | $1,529 | $4,330-64.7% | $6,513-76.5% | $4,274-64.2% |
| Admin fee / account holder | $8,194 | $8,673-5.5% | $11,058-25.9% | $7,775+5.4% |