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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 | $23,996 | $81,208-70.5% | $98,920-75.7% | $79,852-69.9% |
| Participation rate | 60.0% | 72.5%-12.5pp | 76.0%-16.0pp | 69.6%-9.6pp |
| Annual return | 11.20% | 60.99%-49.8pp | 196.47%-185.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $1,532 | $1,960-21.8% | $2,689-43.1% | $2,471-38.0% |
| Participant deferral / active EE | $2,746 | $3,265-15.9% | $4,245-35.3% | $3,740-26.6% |
| Admin fee / account holder | $6,079 | $6,013+1.1% | $6,643-8.5% | $5,306+14.6% |