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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 | $25,247 | $72,492-65.2% | $87,104-71.0% | $72,975-65.4% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.9%-12.2pp | 69.5%-4.8pp |
| Annual return | 18.14% | 24.46%-6.3pp | 28.19%-10.1pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,075 | $1,894-43.2% | $2,521-57.4% | $2,440-56.0% |
| Participant deferral / active EE | $1,877 | $3,270-42.6% | $4,048-53.6% | $3,608-48.0% |
| Admin fee / account holder | $8,428 | $5,055+66.7% | $7,491+12.5% | $5,124+64.5% |