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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 | $78,423-66.8% | $95,964-72.9% | $79,856-67.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 18.84% | 19.37%-0.5pp | 91.64%-72.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,017 | $1,945-47.7% | $2,541-60.0% | $2,471-58.8% |
| Participant deferral / active EE | $1,645 | $3,440-52.2% | $4,167-60.5% | $3,741-56.0% |
| Admin fee / account holder | $694 | $5,622-87.7% | $6,797-89.8% | $5,306-86.9% |