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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 | $19,995 | $72,273-72.3% | $101,275-80.3% | $79,856-75.0% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 18.97% | 22.30%-3.3pp | 46.48%-27.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $999 | $2,691-62.9% | $3,660-72.7% | $2,471-59.6% |
| Participant deferral / active EE | $3,848 | $3,282+17.3% | $4,371-12.0% | $3,741+2.9% |
| Admin fee / account holder | $498 | $4,401-88.7% | $5,948-91.6% | $5,306-90.6% |