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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 | $27,593 | $83,485-66.9% | $125,180-78.0% | $72,983-62.2% |
| Participation rate | 68.3% | 73.3%-5.0pp | 79.8%-11.4pp | 69.5%-1.2pp |
| Annual return | 24.44% | 25.78%-1.3pp | 43.79%-19.3pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,731 | $2,346-26.2% | $3,866-55.2% | $2,440-29.1% |
| Participant deferral / active EE | $2,277 | $3,586-36.5% | $4,937-53.9% | $3,608-36.9% |
| Admin fee / account holder | $371 | $5,518-93.3% | $9,703-96.2% | $5,124-92.8% |