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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 | $26,023 | $78,707-66.9% | $117,861-77.9% | $70,126-62.9% |
| Participation rate | 28.0% | 73.2%-45.2pp | 79.7%-51.7pp | 69.5%-41.5pp |
| Annual return | 21.59% | 23.30%-1.7pp | 335.11%-313.5pp | 73.15%-51.6pp |
| Employer contribution / active EE | $1,056 | $2,223-52.5% | $3,786-72.1% | $2,343-54.9% |
| Participant deferral / active EE | $2,420 | $3,297-26.6% | $4,482-46.0% | $3,332-27.4% |
| Admin fee / account holder | $317 | $5,066-93.7% | $8,021-96.1% | $4,645-93.2% |