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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 | $25,186 | $86,940-71.0% | $102,434-75.4% | $80,935-68.9% |
| Participation rate | 65.4% | 72.4%-7.0pp | 76.5%-11.1pp | 67.7%-2.2pp |
| Annual return | 15.63% | 18.89%-3.3pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,596 | $2,370-32.7% | $3,023-47.2% | $2,757-42.1% |
| Participant deferral / active EE | $2,090 | $4,121-49.3% | $5,055-58.7% | $4,299-51.4% |
| Admin fee / account holder | $1,882 | $8,047-76.6% | $9,462-80.1% | $6,924-72.8% |