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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 | $20,341 | $54,541-62.7% | $78,778-74.2% | $70,124-71.0% |
| Participation rate | 62.9% | 60.8%+2.1pp | 69.2%-6.3pp | 69.5%-6.7pp |
| Annual return | 16.37% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $882 | $1,089-19.0% | $1,986-55.6% | $2,342-62.3% |
| Participant deferral / active EE | $2,305 | $2,210+4.3% | $2,958-22.1% | $3,332-30.8% |
| Admin fee / account holder | $851 | $3,709-77.0% | $5,134-83.4% | $4,645-81.7% |