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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 | $26,938 | $101,795-73.5% | $165,100-83.7% | $80,959-66.7% |
| Participation rate | 35.6% | 71.8%-36.3pp | 78.6%-43.1pp | 67.7%-32.1pp |
| Annual return | 13.93% | 16.73%-2.8pp | 70.21%-56.3pp | 35.67%-21.7pp |
| Employer contribution / active EE | $1,167 | $2,954-60.5% | $4,348-73.2% | $2,757-57.7% |
| Participant deferral / active EE | $2,388 | $4,476-46.7% | $6,035-60.4% | $4,300-44.5% |
| Admin fee / account holder | $479 | $8,221-94.2% | $12,696-96.2% | $6,925-93.1% |