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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 | $25,813 | $86,940-70.3% | $102,434-74.8% | $80,935-68.1% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-4.9pp |
| Annual return | 11.25% | 18.89%-7.6pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,234 | $2,370-47.9% | $3,023-59.2% | $2,757-55.2% |
| Participant deferral / active EE | $2,654 | $4,121-35.6% | $5,055-47.5% | $4,299-38.3% |
| Admin fee / account holder | $16,005 | $8,047+98.9% | $9,462+69.1% | $6,924+131.1% |