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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 | $13,840 | $88,672-84.4% | $105,223-86.8% | $82,448-83.2% |
| Participation rate | 69.0% | 67.9%+1.1pp | 75.0%-6.0pp | 68.1%+0.9pp |
| Annual return | 21.24% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,633 | $3,048-13.6% | $3,689-28.6% | $2,551+3.2% |
| Participant deferral / active EE | $3,262 | $4,036-19.2% | $5,072-35.7% | $4,139-21.2% |
| Admin fee / account holder | $741 | $7,146-89.6% | $8,859-91.6% | $7,234-89.8% |