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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 | $26,703 | $83,485-68.0% | $125,180-78.7% | $72,983-63.4% |
| Participation rate | 51.9% | 73.3%-21.5pp | 79.8%-27.9pp | 69.5%-17.6pp |
| Annual return | 25.09% | 25.78%-0.7pp | 43.79%-18.7pp | 81.01%-55.9pp |
| Employer contribution / active EE | $942 | $2,346-59.8% | $3,866-75.6% | $2,440-61.4% |
| Participant deferral / active EE | $2,547 | $3,586-29.0% | $4,937-48.4% | $3,608-29.4% |
| Admin fee / account holder | $451 | $5,518-91.8% | $9,703-95.4% | $5,124-91.2% |