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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 | $26,263 | $80,763-67.5% | $102,412-74.4% | $74,459-64.7% |
| Participation rate | 35.6% | 65.7%-30.1pp | 74.5%-38.9pp | 67.2%-31.6pp |
| Annual return | 12.82% | 27.57%-14.8pp | 24.94%-12.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,037 | $3,160-67.2% | $3,870-73.2% | $2,626-60.5% |
| Participant deferral / active EE | $1,875 | $3,862-51.5% | $5,060-63.0% | $4,350-56.9% |
| Admin fee / account holder | $562 | $2,371-76.3% | $8,388-93.3% | $1,945-71.1% |