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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 | $25,568 | $97,550-73.8% | $120,344-78.8% | $87,485-70.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 17.58% | 18.41%-0.8pp | 20.30%-2.7pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,327 | $2,291-42.1% | $3,020-56.1% | $2,596-48.9% |
| Participant deferral / active EE | $2,106 | $4,230-50.2% | $5,135-59.0% | $4,274-50.7% |
| Admin fee / account holder | $1,072 | $9,543-88.8% | $12,742-91.6% | $7,775-86.2% |