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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 | $19,939 | $64,010-68.9% | $108,359-81.6% | $64,340-69.0% |
| Participation rate | 46.6% | 49.4%-2.7pp | 70.1%-23.5pp | 55.2%-8.6pp |
| Annual return | 14.58% | 19.74%-5.2pp | 36.89%-22.3pp | 24.14%-9.6pp |
| Employer contribution / active EE | $325 | $1,029-68.4% | $2,399-86.5% | $1,862-82.5% |
| Participant deferral / active EE | $1,167 | $2,395-51.3% | $4,137-71.8% | $2,980-60.9% |
| Admin fee / account holder | $2,152 | $4,885-56.0% | $9,741-77.9% | $3,703-41.9% |