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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 | $20,684 | $70,418-70.6% | $96,570-78.6% | $85,847-75.9% |
| Participation rate | 63.2% | 61.8%+1.3pp | 69.8%-6.7pp | 69.3%-6.2pp |
| Annual return | 15.94% | 18.59%-2.6pp | 37.79%-21.8pp | 318.61%-302.7pp |
| Employer contribution / active EE | $726 | $1,413-48.6% | $2,357-69.2% | $2,565-71.7% |
| Participant deferral / active EE | $3,280 | $2,894+13.3% | $3,849-14.8% | $3,952-17.0% |
| Admin fee / account holder | $4,277 | $4,995-14.4% | $6,182-30.8% | $6,261-31.7% |