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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 | $26,872 | $86,938-69.1% | $102,423-73.8% | $80,925-66.8% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.7%-8.2pp |
| Annual return | 11.28% | 18.89%-7.6pp | 29.42%-18.1pp | 35.65%-24.4pp |
| Employer contribution / active EE | $1,575 | $2,369-33.5% | $3,023-47.9% | $2,756-42.9% |
| Participant deferral / active EE | $2,467 | $4,120-40.1% | $5,054-51.2% | $4,299-42.6% |
| Admin fee / account holder | $4,036 | $8,053-49.9% | $9,455-57.3% | $6,940-41.8% |