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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 | $17,450 | $58,828-70.3% | $78,002-77.6% | $62,881-72.2% |
| Participation rate | 55.2% | 71.1%-15.9pp | 75.5%-20.4pp | 69.3%-14.1pp |
| Annual return | 6.84% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,129 | $1,672-32.5% | $2,470-54.3% | $2,281-50.5% |
| Participant deferral / active EE | $1,825 | $2,686-32.0% | $3,497-47.8% | $3,203-43.0% |
| Admin fee / account holder | $499 | $4,393-88.6% | $5,481-90.9% | $4,296-88.4% |