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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 | $26,380 | $78,707-66.5% | $117,861-77.6% | $70,126-62.4% |
| Participation rate | 59.4% | 73.2%-13.8pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 14.81% | 23.30%-8.5pp | 335.11%-320.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,251 | $2,223-43.8% | $3,786-67.0% | $2,343-46.6% |
| Participant deferral / active EE | $1,849 | $3,297-43.9% | $4,482-58.7% | $3,332-44.5% |
| Admin fee / account holder | $1,049 | $5,066-79.3% | $8,021-86.9% | $4,645-77.4% |