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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 | $13,972 | $46,877-70.2% | $122,354-88.6% | $70,126-80.1% |
| Participation rate | 68.3% | 58.2%+10.1pp | 71.6%-3.3pp | 69.5%-1.2pp |
| Annual return | 20.77% | 24.22%-3.5pp | 30.28%-9.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,054 | $1,288-18.2% | $4,051-74.0% | $2,343-55.0% |
| Participant deferral / active EE | $2,025 | $2,167-6.6% | $3,287-38.4% | $3,332-39.2% |
| Admin fee / account holder | $723 | $3,324-78.3% | $5,479-86.8% | $4,645-84.4% |