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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 | $14,088 | $56,110-74.9% | $94,993-85.2% | $70,126-79.9% |
| Participation rate | 67.4% | 65.0%+2.4pp | 73.9%-6.5pp | 69.5%-2.1pp |
| Annual return | 19.99% | 51.02%-31.0pp | 27.14%-7.2pp | 73.15%-53.2pp |
| Employer contribution / active EE | $1,663 | $1,442+15.3% | $2,603-36.1% | $2,343-29.0% |
| Participant deferral / active EE | $2,161 | $2,391-9.6% | $3,317-34.9% | $3,332-35.1% |
| Admin fee / account holder | $425 | $3,456-87.7% | $4,960-91.4% | $4,645-90.9% |