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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 | $13,577 | $48,364-71.9% | $71,796-81.1% | $62,881-78.4% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 13.90% | 13.16%+0.7pp | 78.04%-64.1pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,002 | $1,042-3.9% | $1,924-48.0% | $2,281-56.1% |
| Participant deferral / active EE | $3,214 | $2,091+53.7% | $2,794+15.0% | $3,203+0.3% |
| Admin fee / account holder | $1,104 | $3,771-70.7% | $4,815-77.1% | $4,296-74.3% |