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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 | $20,872 | $77,574-73.1% | $108,753-80.8% | $86,983-76.0% |
| Participation rate | 60.0% | 62.3%-2.3pp | 71.1%-11.1pp | 69.5%-9.5pp |
| Annual return | 19.67% | 18.42%+1.2pp | 37.47%-17.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,761 | $1,611+9.3% | $2,427-27.4% | $2,584-31.9% |
| Participant deferral / active EE | $3,123 | $3,128-0.2% | $4,115-24.1% | $4,194-25.5% |
| Admin fee / account holder | $3,419 | $6,529-47.6% | $10,320-66.9% | $7,856-56.5% |