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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 | $15,379 | $56,544-72.8% | $75,501-79.6% | $70,126-78.1% |
| Participation rate | 65.2% | 68.1%-2.9pp | 72.4%-7.2pp | 69.5%-4.4pp |
| Annual return | 24.28% | 23.59%+0.7pp | 27.35%-3.1pp | 73.15%-48.9pp |
| Employer contribution / active EE | $1,943 | $1,817+6.9% | $2,352-17.4% | $2,343-17.1% |
| Participant deferral / active EE | $2,737 | $2,580+6.1% | $3,142-12.9% | $3,332-17.9% |
| Admin fee / account holder | $510 | $3,827-86.7% | $5,801-91.2% | $4,645-89.0% |