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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 | $21,830 | $89,259-75.5% | $107,187-79.6% | $82,637-73.6% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.7pp | 68.1%-3.8pp |
| Annual return | 23.72% | 21.02%+2.7pp | 204.55%-180.8pp | 53.51%-29.8pp |
| Employer contribution / active EE | $1,729 | $3,080-43.9% | $3,782-54.3% | $2,552-32.3% |
| Participant deferral / active EE | $2,595 | $4,037-35.7% | $5,096-49.1% | $4,126-37.1% |
| Admin fee / account holder | $748 | $7,381-89.9% | $9,162-91.8% | $7,339-89.8% |