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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 | $25,926 | $80,985-68.0% | $96,576-73.2% | $75,181-65.5% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 16.24% | 27.05%-10.8pp | 25.87%-9.6pp | 160.69%-144.4pp |
| Employer contribution / active EE | $1,061 | $2,282-53.5% | $2,965-64.2% | $2,671-60.3% |
| Participant deferral / active EE | $2,551 | $3,929-35.1% | $4,851-47.4% | $4,126-38.2% |
| Admin fee / account holder | $2,843 | $6,719-57.7% | $8,253-65.5% | $5,650-49.7% |