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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 | $13,374 | $48,364-72.3% | $71,796-81.4% | $62,881-78.7% |
| Participation rate | 69.2% | 60.6%+8.6pp | 69.1%+0.1pp | 69.3%-0.1pp |
| Annual return | 14.05% | 13.16%+0.9pp | 78.04%-64.0pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,328 | $1,042+27.4% | $1,924-31.0% | $2,281-41.8% |
| Participant deferral / active EE | $3,821 | $2,091+82.7% | $2,794+36.7% | $3,203+19.3% |
| Admin fee / account holder | $1,150 | $3,771-69.5% | $4,815-76.1% | $4,296-73.2% |