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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 | $14,199 | $54,541-74.0% | $78,778-82.0% | $70,124-79.8% |
| Participation rate | 66.1% | 60.8%+5.3pp | 69.2%-3.1pp | 69.5%-3.4pp |
| Annual return | 22.81% | 21.07%+1.7pp | 35.62%-12.8pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,560 | $1,089+43.3% | $1,986-21.4% | $2,342-33.4% |
| Participant deferral / active EE | $2,227 | $2,210+0.7% | $2,958-24.7% | $3,332-33.2% |
| Admin fee / account holder | $743 | $3,709-80.0% | $5,134-85.5% | $4,645-84.0% |