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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 | $26,945 | $87,834-69.3% | $133,975-79.9% | $62,881-57.1% |
| Participation rate | 58.1% | 83.4%-25.3pp | 87.1%-29.0pp | 69.3%-11.2pp |
| Annual return | 6.06% | 12.05%-6.0pp | 29.29%-23.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,554 | $3,482-55.4% | $5,211-70.2% | $2,281-31.9% |
| Participant deferral / active EE | $3,153 | $4,812-34.5% | $6,282-49.8% | $3,203-1.6% |
| Admin fee / account holder | $1,184 | $5,372-78.0% | $9,324-87.3% | $4,296-72.4% |