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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 | $23,691 | $76,371-69.0% | $93,621-74.7% | $72,975-67.5% |
| Participation rate | 50.7% | 71.8%-21.0pp | 75.8%-25.1pp | 69.5%-18.7pp |
| Annual return | 23.42% | 25.82%-2.4pp | 32.76%-9.3pp | 81.01%-57.6pp |
| Employer contribution / active EE | $718 | $2,276-68.4% | $2,719-73.6% | $2,440-70.6% |
| Participant deferral / active EE | $1,470 | $3,538-58.5% | $4,070-63.9% | $3,608-59.3% |
| Admin fee / account holder | $733 | $6,839-89.3% | $7,890-90.7% | $5,124-85.7% |