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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 | $20,984 | $72,486-71.1% | $87,103-75.9% | $72,976-71.2% |
| Participation rate | 59.6% | 72.8%-13.2pp | 76.9%-17.3pp | 69.5%-9.9pp |
| Annual return | 27.73% | 24.46%+3.3pp | 28.19%-0.5pp | 81.02%-53.3pp |
| Employer contribution / active EE | $1,149 | $1,894-39.3% | $2,521-54.4% | $2,440-52.9% |
| Participant deferral / active EE | $1,779 | $3,270-45.6% | $4,049-56.0% | $3,608-50.7% |
| Admin fee / account holder | $355 | $5,055-93.0% | $7,491-95.3% | $5,124-93.1% |