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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 | $15,644 | $54,541-71.3% | $78,778-80.1% | $70,124-77.7% |
| Participation rate | 64.2% | 60.8%+3.4pp | 69.2%-5.0pp | 69.5%-5.3pp |
| Annual return | 18.61% | 21.07%-2.5pp | 35.62%-17.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,221 | $1,089+12.2% | $1,986-38.5% | $2,342-47.9% |
| Participant deferral / active EE | $1,783 | $2,210-19.3% | $2,958-39.7% | $3,332-46.5% |
| Admin fee / account holder | $610 | $3,709-83.5% | $5,134-88.1% | $4,645-86.9% |