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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 | $23,965 | $101,795-76.5% | $165,100-85.5% | $80,959-70.4% |
| Participation rate | 59.0% | 71.8%-12.8pp | 78.6%-19.6pp | 67.7%-8.6pp |
| Annual return | 15.47% | 16.73%-1.3pp | 70.21%-54.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,030 | $2,954-65.1% | $4,348-76.3% | $2,757-62.6% |
| Participant deferral / active EE | $2,025 | $4,476-54.8% | $6,035-66.4% | $4,300-52.9% |
| Admin fee / account holder | $1,006 | $8,221-87.8% | $12,696-92.1% | $6,925-85.5% |