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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 | $25,762 | $80,983-68.2% | $96,544-73.3% | $75,177-65.7% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.4pp | 67.2%-15.6pp |
| Annual return | 15.02% | 27.05%-12.0pp | 25.88%-10.9pp | 160.75%-145.7pp |
| Employer contribution / active EE | $724 | $2,282-68.3% | $2,966-75.6% | $2,671-72.9% |
| Participant deferral / active EE | $2,737 | $3,929-30.3% | $4,851-43.6% | $4,126-33.7% |
| Admin fee / account holder | $7,169 | $6,717+6.7% | $8,254-13.2% | $5,651+26.8% |