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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 | $23,862 | $78,428-69.6% | $95,960-75.1% | $79,852-70.1% |
| Participation rate | 64.9% | 73.5%-8.6pp | 77.1%-12.1pp | 69.6%-4.7pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.63%-80.2pp | 31.72%-20.3pp |
| Employer contribution / active EE | $992 | $1,945-49.0% | $2,541-61.0% | $2,471-59.9% |
| Participant deferral / active EE | $2,720 | $3,440-20.9% | $4,167-34.7% | $3,740-27.3% |
| Admin fee / account holder | $5,223 | $5,622-7.1% | $6,797-23.2% | $5,306-1.6% |