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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 | $14,374 | $78,425-81.7% | $95,956-85.0% | $79,858-82.0% |
| Participation rate | 68.3% | 73.5%-5.2pp | 77.1%-8.7pp | 69.6%-1.3pp |
| Annual return | 27.95% | 19.37%+8.6pp | 91.63%-63.7pp | 31.72%-3.8pp |
| Employer contribution / active EE | $1,987 | $1,945+2.2% | $2,541-21.8% | $2,471-19.6% |
| Participant deferral / active EE | $2,664 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $1,215 | $5,622-78.4% | $6,797-82.1% | $5,306-77.1% |