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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 | $13,156 | $70,430-81.3% | $96,572-86.4% | $85,851-84.7% |
| Participation rate | 69.2% | 61.8%+7.4pp | 69.8%-0.6pp | 69.3%-0.1pp |
| Annual return | 22.94% | 18.58%+4.4pp | 37.79%-14.9pp | 318.63%-295.7pp |
| Employer contribution / active EE | $2,609 | $1,413+84.6% | $2,357+10.7% | $2,565+1.7% |
| Participant deferral / active EE | $2,223 | $2,894-23.2% | $3,850-42.2% | $3,952-43.7% |
| Admin fee / account holder | $1,045 | $4,996-79.1% | $6,183-83.1% | $6,261-83.3% |