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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 | $23,936 | $54,368-56.0% | $117,039-79.5% | $62,293-61.6% |
| Participation rate | 69.8% | 64.9%+4.9pp | 77.2%-7.4pp | 69.5%+0.3pp |
| Annual return | 17.61% | 21.77%-4.2pp | 18.95%-1.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,138 | $1,692-32.7% | $3,785-69.9% | $2,042-44.3% |
| Participant deferral / active EE | $2,095 | $2,269-7.7% | $3,929-46.7% | $3,169-33.9% |
| Admin fee / account holder | $681 | $493+38.0% | $5,974-88.6% | $479+42.1% |