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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 | $31,850 | $99,994-68.1% | $146,647-78.3% | $85,851-62.9% |
| Participation rate | 61.9% | 73.1%-11.2pp | 80.1%-18.2pp | 69.3%-7.4pp |
| Annual return | 12.05% | 18.93%-6.9pp | 22.75%-10.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,100 | $2,559-57.0% | $4,137-73.4% | $2,565-57.1% |
| Participant deferral / active EE | $2,034 | $4,006-49.2% | $5,506-63.1% | $3,952-48.5% |
| Admin fee / account holder | $1,952 | $7,703-74.7% | $10,281-81.0% | $6,261-68.8% |