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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 | $80,781-68.4% | $102,437-75.1% | $74,478-65.7% |
| Participation rate | 28.3% | 65.7%-37.4pp | 74.5%-46.2pp | 67.2%-38.9pp |
| Annual return | 12.96% | 27.58%-14.6pp | 24.95%-12.0pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,178 | $3,160-62.7% | $3,871-69.6% | $2,626-55.1% |
| Participant deferral / active EE | $1,749 | $3,862-54.7% | $5,060-65.4% | $4,350-59.8% |
| Admin fee / account holder | $3,646 | $2,372+53.7% | $8,388-56.5% | $1,946+87.4% |