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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 | $20,961 | $81,457-74.3% | $103,378-79.7% | $80,911-74.1% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 13.71% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $2,893 | $3,107-6.9% | $3,870-25.2% | $2,756+5.0% |
| Participant deferral / active EE | $3,031 | $3,871-21.7% | $5,058-40.1% | $4,297-29.5% |
| Admin fee / account holder | $1,534 | $6,717-77.2% | $8,401-81.7% | $6,935-77.9% |