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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 | $26,335 | $78,425-66.4% | $95,956-72.6% | $79,858-67.0% |
| Participation rate | 61.5% | 73.5%-12.0pp | 77.1%-15.5pp | 69.6%-8.1pp |
| Annual return | 20.15% | 19.37%+0.8pp | 91.63%-71.5pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,719 | $1,945-11.6% | $2,541-32.4% | $2,471-30.4% |
| Participant deferral / active EE | $1,773 | $3,440-48.5% | $4,167-57.5% | $3,740-52.6% |
| Admin fee / account holder | $1,063 | $5,622-81.1% | $6,797-84.4% | $5,306-80.0% |