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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 | $114,712-76.6% | $173,730-84.5% | $87,485-69.3% |
| Participation rate | 67.3% | 73.0%-5.6pp | 79.6%-12.2pp | 68.9%-1.6pp |
| Annual return | 16.60% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,090 | $2,904-62.5% | $4,577-76.2% | $2,596-58.0% |
| Participant deferral / active EE | $3,527 | $4,642-24.0% | $6,326-44.2% | $4,274-17.5% |
| Admin fee / account holder | $1,051 | $10,210-89.7% | $17,523-94.0% | $7,775-86.5% |