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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 | $22,852 | $69,977-67.3% | $108,582-79.0% | $62,881-63.7% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.7pp |
| Annual return | 9.37% | 10.73%-1.4pp | -51.70%+61.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $705 | $2,135-67.0% | $3,758-81.2% | $2,281-69.1% |
| Participant deferral / active EE | $2,034 | $3,165-35.7% | $4,311-52.8% | $3,203-36.5% |
| Admin fee / account holder | $1,234 | $5,076-75.7% | $7,645-83.9% | $4,296-71.3% |