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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 | $15,195 | $46,877-67.6% | $122,354-87.6% | $70,126-78.3% |
| Participation rate | 62.8% | 58.2%+4.6pp | 71.6%-8.8pp | 69.5%-6.7pp |
| Annual return | 18.45% | 24.22%-5.8pp | 30.28%-11.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $1,506 | $1,288+16.9% | $4,051-62.8% | $2,343-35.7% |
| Participant deferral / active EE | $2,353 | $2,167+8.6% | $3,287-28.4% | $3,332-29.4% |
| Admin fee / account holder | $963 | $3,324-71.0% | $5,479-82.4% | $4,645-79.3% |