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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 | $26,370 | $81,208-67.5% | $98,920-73.3% | $79,852-67.0% |
| Participation rate | 62.1% | 72.5%-10.4pp | 76.0%-14.0pp | 69.6%-7.6pp |
| Annual return | 14.56% | 60.99%-46.4pp | 196.47%-181.9pp | 31.72%-17.2pp |
| Employer contribution / active EE | $641 | $1,960-67.3% | $2,689-76.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,439 | $3,265-55.9% | $4,245-66.1% | $3,740-61.5% |
| Admin fee / account holder | $1,191 | $6,013-80.2% | $6,643-82.1% | $5,306-77.5% |