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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 | $19,904 | $81,487-75.6% | $102,412-80.6% | $80,935-75.4% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.6pp | 67.7%+0.2pp |
| Annual return | 25.32% | 25.60%-0.3pp | 24.94%+0.4pp | 35.66%-10.3pp |
| Employer contribution / active EE | $1,198 | $3,103-61.4% | $3,870-69.0% | $2,757-56.5% |
| Participant deferral / active EE | $2,287 | $3,871-40.9% | $5,060-54.8% | $4,299-46.8% |
| Admin fee / account holder | $2,479 | $6,717-63.1% | $8,388-70.4% | $6,924-64.2% |