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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 | $20,392 | $78,682-74.1% | $109,188-81.3% | $85,851-76.2% |
| Participation rate | 67.1% | 68.3%-1.2pp | 75.9%-8.8pp | 69.3%-2.2pp |
| Annual return | 19.08% | 25.09%-6.0pp | 25.76%-6.7pp | 318.63%-299.6pp |
| Employer contribution / active EE | $2,658 | $2,734-2.8% | $3,723-28.6% | $2,565+3.6% |
| Participant deferral / active EE | $1,945 | $3,468-43.9% | $4,654-58.2% | $3,952-50.8% |
| Admin fee / account holder | $1,898 | $5,470-65.3% | $6,755-71.9% | $6,261-69.7% |