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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 | $20,927 | $65,034-67.8% | $90,970-77.0% | $79,856-73.8% |
| Participation rate | 61.8% | 61.6%+0.1pp | 69.0%-7.3pp | 69.6%-7.9pp |
| Annual return | 16.92% | 30.45%-13.5pp | 134.60%-117.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,405 | $1,247+12.6% | $2,122-33.8% | $2,471-43.1% |
| Participant deferral / active EE | $3,600 | $2,512+43.3% | $3,373+6.7% | $3,741-3.7% |
| Admin fee / account holder | $785 | $4,536-82.7% | $5,961-86.8% | $5,306-85.2% |