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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 | $25,028 | $78,423-68.1% | $95,964-73.9% | $79,856-68.7% |
| Participation rate | 69.7% | 73.5%-3.8pp | 77.1%-7.4pp | 69.6%+0.1pp |
| Annual return | 14.47% | 19.37%-4.9pp | 91.64%-77.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,110 | $1,945-43.0% | $2,541-56.3% | $2,471-55.1% |
| Participant deferral / active EE | $1,777 | $3,440-48.3% | $4,167-57.3% | $3,741-52.5% |
| Admin fee / account holder | $1,168 | $5,622-79.2% | $6,797-82.8% | $5,306-78.0% |