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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 | $25,422 | $93,345-72.8% | $119,126-78.7% | $87,485-70.9% |
| Participation rate | 56.3% | 68.7%-12.5pp | 75.8%-19.5pp | 68.9%-12.7pp |
| Annual return | 17.83% | 19.08%-1.2pp | 282.11%-264.3pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,531 | $3,172-20.2% | $4,034-37.3% | $2,596-2.5% |
| Participant deferral / active EE | $4,178 | $4,099+1.9% | $5,318-21.4% | $4,274-2.2% |
| Admin fee / account holder | $3,410 | $8,039-57.6% | $10,693-68.1% | $7,775-56.1% |