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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 | $27,618 | $81,208-66.0% | $98,920-72.1% | $79,856-65.4% |
| Participation rate | 41.9% | 72.5%-30.6pp | 76.0%-34.1pp | 69.6%-27.7pp |
| Annual return | 28.96% | 60.99%-32.0pp | 196.47%-167.5pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,209 | $1,960-38.3% | $2,689-55.0% | $2,471-51.1% |
| Participant deferral / active EE | $2,338 | $3,265-28.4% | $4,245-44.9% | $3,741-37.5% |
| Admin fee / account holder | $511 | $6,013-91.5% | $6,643-92.3% | $5,306-90.4% |