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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 | $25,079 | $85,515-70.7% | $112,040-77.6% | $67,986-63.1% |
| Participation rate | 41.1% | 68.2%-27.1pp | 76.5%-35.4pp | 57.2%-16.1pp |
| Annual return | 19.34% | 29.68%-10.3pp | 24.52%-5.2pp | 31.67%-12.3pp |
| Employer contribution / active EE | $1,439 | $2,191-34.3% | $2,954-51.3% | $2,019-28.7% |
| Participant deferral / active EE | $2,611 | $4,014-35.0% | $5,098-48.8% | $3,358-22.2% |
| Admin fee / account holder | $4,093 | $3,774+8.5% | $12,098-66.2% | $3,203+27.8% |