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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 | $29,394 | $99,994-70.6% | $146,647-80.0% | $85,851-65.8% |
| Participation rate | 52.7% | 73.1%-20.4pp | 80.1%-27.4pp | 69.3%-16.6pp |
| Annual return | 17.32% | 18.93%-1.6pp | 22.75%-5.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $937 | $2,559-63.4% | $4,137-77.4% | $2,565-63.5% |
| Participant deferral / active EE | $3,363 | $4,006-16.1% | $5,506-38.9% | $3,952-14.9% |
| Admin fee / account holder | $658 | $7,703-91.5% | $10,281-93.6% | $6,261-89.5% |