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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 | $15,532 | $73,978-79.0% | $96,515-83.9% | $75,173-79.3% |
| Participation rate | 42.9% | 66.4%-23.6pp | 74.3%-31.5pp | 67.2%-24.3pp |
| Annual return | 26.58% | 26.72%-0.1pp | 35.73%-9.1pp | 160.72%-134.1pp |
| Employer contribution / active EE | $1,280 | $2,931-56.3% | $3,740-65.8% | $2,671-52.1% |
| Participant deferral / active EE | $2,613 | $3,660-28.6% | $4,880-46.4% | $4,126-36.7% |
| Admin fee / account holder | $1,178 | $5,219-77.4% | $6,735-82.5% | $5,651-79.2% |