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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 | $11,359 | $48,078-76.4% | $78,676-85.6% | $62,881-81.9% |
| Participation rate | 68.0% | 65.2%+2.8pp | 73.6%-5.6pp | 69.3%-1.3pp |
| Annual return | 6.96% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,065 | $2,015-47.1% | $2,850-62.6% | $2,281-53.3% |
| Participant deferral / active EE | $2,247 | $2,587-13.1% | $3,517-36.1% | $3,203-29.8% |
| Admin fee / account holder | $640 | $3,206-80.0% | $4,510-85.8% | $4,296-85.1% |