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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 | $12,079 | $81,476-85.2% | $102,383-88.2% | $80,925-85.1% |
| Participation rate | 68.6% | 66.8%+1.8pp | 74.5%-5.9pp | 67.7%+0.9pp |
| Annual return | 14.22% | 25.59%-11.4pp | 24.94%-10.7pp | 35.65%-21.4pp |
| Employer contribution / active EE | $963 | $3,105-69.0% | $3,870-75.1% | $2,756-65.1% |
| Participant deferral / active EE | $2,120 | $3,871-45.2% | $5,060-58.1% | $4,299-50.7% |
| Admin fee / account holder | $1,080 | $6,717-83.9% | $8,391-87.1% | $6,940-84.4% |