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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 | $26,983 | $78,425-65.6% | $95,956-71.9% | $79,858-66.2% |
| Participation rate | 51.3% | 73.5%-22.2pp | 77.1%-25.8pp | 69.6%-18.4pp |
| Annual return | 22.25% | 19.37%+2.9pp | 91.63%-69.4pp | 31.72%-9.5pp |
| Employer contribution / active EE | $1,026 | $1,945-47.3% | $2,541-59.6% | $2,471-58.5% |
| Participant deferral / active EE | $2,550 | $3,440-25.9% | $4,167-38.8% | $3,740-31.8% |
| Admin fee / account holder | $393 | $5,622-93.0% | $6,797-94.2% | $5,306-92.6% |