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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 | $20,613 | $70,435-70.7% | $96,575-78.7% | $85,856-76.0% |
| Participation rate | 34.2% | 61.8%-27.6pp | 69.8%-35.6pp | 69.3%-35.1pp |
| Annual return | 13.69% | 18.59%-4.9pp | 37.79%-24.1pp | 318.58%-304.9pp |
| Employer contribution / active EE | $547 | $1,413-61.3% | $2,357-76.8% | $2,565-78.7% |
| Participant deferral / active EE | $2,776 | $2,894-4.1% | $3,849-27.9% | $3,952-29.8% |
| Admin fee / account holder | $1,928 | $4,997-61.4% | $6,182-68.8% | $6,261-69.2% |