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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 | $25,133 | $83,485-69.9% | $125,192-79.9% | $72,975-65.6% |
| Participation rate | 57.3% | 73.3%-16.0pp | 79.8%-22.5pp | 69.5%-12.2pp |
| Annual return | 20.58% | 25.77%-5.2pp | 43.79%-23.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,282 | $2,346-45.4% | $3,866-66.8% | $2,440-47.5% |
| Participant deferral / active EE | $1,693 | $3,586-52.8% | $4,937-65.7% | $3,608-53.1% |
| Admin fee / account holder | $1,734 | $5,518-68.6% | $9,704-82.1% | $5,124-66.2% |