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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 | $19,723 | $89,652-78.0% | $141,197-86.0% | $65,186-69.7% |
| Participation rate | 59.7% | 74.7%-15.0pp | 82.5%-22.8pp | 70.2%-10.5pp |
| Annual return | 31.77% | 32.79%-1.0pp | 71.41%-39.6pp | 29.39%+2.4pp |
| Employer contribution / active EE | $1,738 | $3,065-43.3% | $4,736-63.3% | $2,177-20.2% |
| Participant deferral / active EE | $2,909 | $5,691-48.9% | $6,710-56.6% | $3,514-17.2% |
| Admin fee / account holder | $948 | $569+66.7% | $10,265-90.8% | $847+11.9% |