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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 | $26,868 | $78,705-65.9% | $117,860-77.2% | $70,124-61.7% |
| Participation rate | 49.2% | 73.2%-24.0pp | 79.7%-30.5pp | 69.5%-20.4pp |
| Annual return | 18.60% | 23.30%-4.7pp | 335.10%-316.5pp | 73.14%-54.5pp |
| Employer contribution / active EE | $555 | $2,223-75.0% | $3,786-85.3% | $2,342-76.3% |
| Participant deferral / active EE | $1,838 | $3,297-44.2% | $4,482-59.0% | $3,332-44.8% |
| Admin fee / account holder | $857 | $5,065-83.1% | $8,021-89.3% | $4,645-81.6% |