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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 | $15,229 | $57,828-73.7% | $117,039-87.0% | $70,124-78.3% |
| Participation rate | 63.2% | 67.1%-4.0pp | 77.2%-14.0pp | 69.5%-6.4pp |
| Annual return | 18.85% | 17.55%+1.3pp | 18.95%-0.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,404 | $1,816-22.7% | $3,785-62.9% | $2,342-40.1% |
| Participant deferral / active EE | $2,603 | $2,438+6.8% | $3,929-33.8% | $3,332-21.9% |
| Admin fee / account holder | $320 | $3,548-91.0% | $5,974-94.6% | $4,645-93.1% |