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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 | $20,037 | $86,949-77.0% | $102,460-80.4% | $80,959-75.3% |
| Participation rate | 52.4% | 72.4%-20.0pp | 76.5%-24.1pp | 67.7%-15.3pp |
| Annual return | 13.36% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $975 | $2,370-58.9% | $3,025-67.8% | $2,757-64.6% |
| Participant deferral / active EE | $2,855 | $4,121-30.7% | $5,056-43.5% | $4,300-33.6% |
| Admin fee / account holder | $21,490 | $8,048+167.0% | $9,460+127.2% | $6,925+210.3% |