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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 | $27,426 | $81,208-66.2% | $98,916-72.3% | $79,858-65.7% |
| Participation rate | 52.6% | 72.5%-19.9pp | 76.0%-23.4pp | 69.6%-17.0pp |
| Annual return | 21.68% | 60.99%-39.3pp | 196.45%-174.8pp | 31.72%-10.0pp |
| Employer contribution / active EE | $2,009 | $1,960+2.5% | $2,689-25.3% | $2,471-18.7% |
| Participant deferral / active EE | $3,098 | $3,265-5.1% | $4,245-27.0% | $3,740-17.2% |
| Admin fee / account holder | $811 | $6,013-86.5% | $6,642-87.8% | $5,306-84.7% |