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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 | $11,993 | $81,504-85.3% | $102,437-88.3% | $80,959-85.2% |
| Participation rate | 67.5% | 66.9%+0.6pp | 74.5%-7.0pp | 67.7%-0.2pp |
| Annual return | 21.78% | 25.60%-3.8pp | 24.95%-3.2pp | 35.67%-13.9pp |
| Employer contribution / active EE | $931 | $3,104-70.0% | $3,871-75.9% | $2,757-66.2% |
| Participant deferral / active EE | $1,901 | $3,871-50.9% | $5,060-62.4% | $4,300-55.8% |
| Admin fee / account holder | $342 | $6,719-94.9% | $8,388-95.9% | $6,925-95.1% |