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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 | $25,601 | $78,423-67.4% | $95,964-73.3% | $79,856-67.9% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.8pp | 69.6%-16.3pp |
| Annual return | 16.08% | 19.37%-3.3pp | 91.64%-75.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,323 | $1,945-32.0% | $2,541-47.9% | $2,471-46.5% |
| Participant deferral / active EE | $2,036 | $3,440-40.8% | $4,167-51.1% | $3,741-45.6% |
| Admin fee / account holder | $4,752 | $5,622-15.5% | $6,797-30.1% | $5,306-10.4% |