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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 | $15,116 | $48,364-68.7% | $71,796-78.9% | $62,881-76.0% |
| Participation rate | 67.4% | 60.6%+6.8pp | 69.1%-1.7pp | 69.3%-1.9pp |
| Annual return | 6.40% | 13.16%-6.8pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,573 | $1,042+51.0% | $1,924-18.3% | $2,281-31.0% |
| Participant deferral / active EE | $2,549 | $2,091+21.9% | $2,794-8.8% | $3,203-20.4% |
| Admin fee / account holder | $392 | $3,771-89.6% | $4,815-91.9% | $4,296-90.9% |