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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 | $25,549 | $80,983-68.5% | $96,544-73.5% | $75,177-66.0% |
| Participation rate | 58.5% | 71.8%-13.3pp | 76.0%-17.5pp | 67.2%-8.7pp |
| Annual return | 13.40% | 27.05%-13.7pp | 25.88%-12.5pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,122 | $2,282-50.9% | $2,966-62.2% | $2,671-58.0% |
| Participant deferral / active EE | $2,463 | $3,929-37.3% | $4,851-49.2% | $4,126-40.3% |
| Admin fee / account holder | $783 | $6,717-88.3% | $8,254-90.5% | $5,651-86.1% |