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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 | $11,750 | $78,015-84.9% | $178,505-93.4% | $80,959-85.5% |
| Participation rate | 69.0% | 65.7%+3.4pp | 77.1%-8.1pp | 67.7%+1.4pp |
| Annual return | 14.89% | 18.10%-3.2pp | 27.16%-12.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $869 | $2,281-61.9% | $3,955-78.0% | $2,757-68.5% |
| Participant deferral / active EE | $2,539 | $4,406-42.4% | $6,280-59.6% | $4,300-41.0% |
| Admin fee / account holder | $969 | $7,160-86.5% | $10,428-90.7% | $6,925-86.0% |