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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 | $26,073 | $108,825-76.0% | $156,181-83.3% | $82,448-68.4% |
| Participation rate | 60.8% | 72.4%-11.6pp | 78.8%-18.0pp | 68.1%-7.3pp |
| Annual return | 16.29% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,149 | $2,870-60.0% | $4,294-73.2% | $2,551-55.0% |
| Participant deferral / active EE | $3,029 | $4,577-33.8% | $6,132-50.6% | $4,139-26.8% |
| Admin fee / account holder | $3,124 | $9,341-66.6% | $14,586-78.6% | $7,234-56.8% |