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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 | $15,978 | $48,364-67.0% | $71,796-77.7% | $62,881-74.6% |
| Participation rate | 62.1% | 60.6%+1.4pp | 69.1%-7.0pp | 69.3%-7.2pp |
| Annual return | 11.94% | 13.16%-1.2pp | 78.04%-66.1pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,935 | $1,042+85.7% | $1,924+0.6% | $2,281-15.2% |
| Participant deferral / active EE | $2,585 | $2,091+23.6% | $2,794-7.5% | $3,203-19.3% |
| Admin fee / account holder | $1,248 | $3,771-66.9% | $4,815-74.1% | $4,296-71.0% |