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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 | $18,710 | $78,423-76.1% | $95,964-80.5% | $79,856-76.6% |
| Participation rate | 51.9% | 73.5%-21.5pp | 77.1%-25.1pp | 69.6%-17.7pp |
| Annual return | 21.18% | 19.37%+1.8pp | 91.64%-70.5pp | 31.71%-10.5pp |
| Employer contribution / active EE | $743 | $1,945-61.8% | $2,541-70.7% | $2,471-69.9% |
| Participant deferral / active EE | $2,571 | $3,440-25.3% | $4,167-38.3% | $3,741-31.3% |
| Admin fee / account holder | $341 | $5,622-93.9% | $6,797-95.0% | $5,306-93.6% |