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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 | $25,626 | $96,052-73.3% | $118,106-78.3% | $87,485-70.7% |
| Participation rate | 63.1% | 77.0%-13.9pp | 81.9%-18.8pp | 68.9%-5.9pp |
| Annual return | 19.64% | 24.16%-4.5pp | 19.44%+0.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,669 | $3,939-57.6% | $4,698-64.5% | $2,596-35.7% |
| Participant deferral / active EE | $3,332 | $5,793-42.5% | $6,619-49.7% | $4,274-22.0% |
| Admin fee / account holder | $1,117 | $7,618-85.3% | $8,973-87.6% | $7,775-85.6% |