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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 | $25,729 | $114,712-77.6% | $173,730-85.2% | $87,485-70.6% |
| Participation rate | 61.8% | 73.0%-11.2pp | 79.6%-17.8pp | 68.9%-7.1pp |
| Annual return | 15.55% | 20.18%-4.6pp | 19.96%-4.4pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,187 | $2,904-59.1% | $4,577-74.1% | $2,596-54.3% |
| Participant deferral / active EE | $2,230 | $4,642-51.9% | $6,326-64.7% | $4,274-47.8% |
| Admin fee / account holder | $1,737 | $10,210-83.0% | $17,523-90.1% | $7,775-77.7% |