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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 | $9,054 | $46,877-80.7% | $122,354-92.6% | $70,124-87.1% |
| Participation rate | 68.0% | 58.2%+9.8pp | 71.6%-3.6pp | 69.5%-1.5pp |
| Annual return | 24.13% | 24.22%-0.1pp | 30.28%-6.1pp | 73.14%-49.0pp |
| Employer contribution / active EE | $1,042 | $1,288-19.1% | $4,051-74.3% | $2,342-55.5% |
| Participant deferral / active EE | $2,350 | $2,167+8.5% | $3,287-28.5% | $3,332-29.5% |
| Admin fee / account holder | $344 | $3,324-89.7% | $5,479-93.7% | $4,645-92.6% |