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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 | $28,492 | $78,707-63.8% | $117,861-75.8% | $70,126-59.4% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 13.23% | 23.30%-10.1pp | 335.11%-321.9pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,259 | $2,223-43.4% | $3,786-66.7% | $2,343-46.3% |
| Participant deferral / active EE | $1,636 | $3,297-50.4% | $4,482-63.5% | $3,332-50.9% |
| Admin fee / account holder | $2,612 | $5,066-48.4% | $8,021-67.4% | $4,645-43.8% |