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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 | $25,175 | $69,977-64.0% | $108,582-76.8% | $62,881-60.0% |
| Participation rate | 35.4% | 72.9%-37.5pp | 79.6%-44.2pp | 69.3%-33.9pp |
| Annual return | 27.64% | 10.73%+16.9pp | -51.70%+79.3pp | 20.14%+7.5pp |
| Employer contribution / active EE | $1,303 | $2,135-39.0% | $3,758-65.3% | $2,281-42.9% |
| Participant deferral / active EE | $2,807 | $3,165-11.3% | $4,311-34.9% | $3,203-12.4% |
| Admin fee / account holder | $6,554 | $5,076+29.1% | $7,645-14.3% | $4,296+52.6% |