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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 | $26,008 | $96,731-73.1% | $123,973-79.0% | $86,983-70.1% |
| Participation rate | 67.5% | 70.0%-2.5pp | 76.7%-9.2pp | 69.5%-2.0pp |
| Annual return | 14.33% | 17.33%-3.0pp | 388.13%-373.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $1,227 | $3,297-62.8% | $4,126-70.3% | $2,584-52.5% |
| Participant deferral / active EE | $3,808 | $4,152-8.3% | $5,247-27.4% | $4,194-9.2% |
| Admin fee / account holder | $2,612 | $8,722-70.0% | $11,799-77.9% | $7,856-66.7% |