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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 | $25,538 | $96,731-73.6% | $123,973-79.4% | $86,983-70.6% |
| Participation rate | 47.5% | 70.0%-22.5pp | 76.7%-29.2pp | 69.5%-22.0pp |
| Annual return | 15.49% | 17.33%-1.8pp | 388.13%-372.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,388 | $3,297-57.9% | $4,126-66.3% | $2,584-46.3% |
| Participant deferral / active EE | $2,769 | $4,152-33.3% | $5,247-47.2% | $4,194-34.0% |
| Admin fee / account holder | $2,054 | $8,722-76.4% | $11,799-82.6% | $7,856-73.9% |