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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 | $25,545 | $80,748-68.4% | $102,383-75.0% | $74,429-65.7% |
| Participation rate | 28.3% | 65.7%-37.4pp | 74.5%-46.2pp | 67.2%-38.9pp |
| Annual return | 12.96% | 27.57%-14.6pp | 24.94%-12.0pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $1,178 | $3,159-62.7% | $3,870-69.6% | $2,625-55.1% |
| Participant deferral / active EE | $1,749 | $3,861-54.7% | $5,060-65.4% | $4,348-59.8% |
| Admin fee / account holder | $3,646 | $2,371+53.8% | $8,391-56.6% | $1,944+87.5% |