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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 | $26,788 | $78,428-65.8% | $95,960-72.1% | $79,852-66.5% |
| Participation rate | 53.5% | 73.5%-20.0pp | 77.1%-23.6pp | 69.6%-16.2pp |
| Annual return | 21.58% | 19.37%+2.2pp | 91.63%-70.1pp | 31.72%-10.1pp |
| Employer contribution / active EE | $716 | $1,945-63.2% | $2,541-71.8% | $2,471-71.0% |
| Participant deferral / active EE | $3,181 | $3,440-7.5% | $4,167-23.7% | $3,740-15.0% |
| Admin fee / account holder | $680 | $5,622-87.9% | $6,797-90.0% | $5,306-87.2% |