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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 | $25,112 | $78,428-68.0% | $95,960-73.8% | $79,852-68.6% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.7pp | 69.6%-8.3pp |
| Annual return | 11.95% | 19.37%-7.4pp | 91.63%-79.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,251 | $1,945-35.7% | $2,541-50.8% | $2,471-49.4% |
| Participant deferral / active EE | $1,947 | $3,440-43.4% | $4,167-53.3% | $3,740-48.0% |
| Admin fee / account holder | $5,748 | $5,622+2.2% | $6,797-15.4% | $5,306+8.3% |