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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 | $21,553 | $78,670-72.6% | $109,173-80.3% | $85,847-74.9% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 16.08% | 25.09%-9.0pp | 25.75%-9.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $990 | $2,734-63.8% | $3,723-73.4% | $2,565-61.4% |
| Participant deferral / active EE | $3,667 | $3,467+5.7% | $4,654-21.2% | $3,952-7.2% |
| Admin fee / account holder | $1,086 | $5,469-80.1% | $6,755-83.9% | $6,261-82.7% |