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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 | $25,590 | $108,825-76.5% | $156,181-83.6% | $82,448-69.0% |
| Participation rate | 51.1% | 72.4%-21.3pp | 78.8%-27.7pp | 68.1%-17.0pp |
| Annual return | 16.54% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,610 | $2,870-43.9% | $4,294-62.5% | $2,551-36.9% |
| Participant deferral / active EE | $2,649 | $4,577-42.1% | $6,132-56.8% | $4,139-36.0% |
| Admin fee / account holder | $7,009 | $9,341-25.0% | $14,586-51.9% | $7,234-3.1% |