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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 | $26,858 | $108,825-75.3% | $156,181-82.8% | $82,448-67.4% |
| Participation rate | 67.3% | 72.4%-5.0pp | 78.8%-11.5pp | 68.1%-0.7pp |
| Annual return | 16.60% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,090 | $2,870-62.0% | $4,294-74.6% | $2,551-57.3% |
| Participant deferral / active EE | $3,527 | $4,577-22.9% | $6,132-42.5% | $4,139-14.8% |
| Admin fee / account holder | $1,051 | $9,341-88.7% | $14,586-92.8% | $7,234-85.5% |