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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 | $28,873 | $97,648-70.4% | $121,663-76.3% | $87,485-67.0% |
| Participation rate | 69.4% | 70.5%-1.0pp | 74.5%-5.0pp | 68.9%+0.5pp |
| Annual return | 18.79% | 18.03%+0.8pp | 147.54%-128.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,334 | $2,300-42.0% | $3,020-55.8% | $2,596-48.6% |
| Participant deferral / active EE | $3,068 | $3,923-21.8% | $4,887-37.2% | $4,274-28.2% |
| Admin fee / account holder | $999 | $11,100-91.0% | $14,289-93.0% | $7,775-87.1% |