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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 | $22,697 | $93,345-75.7% | $119,126-80.9% | $87,485-74.1% |
| Participation rate | 46.7% | 68.7%-22.1pp | 75.8%-29.1pp | 68.9%-22.3pp |
| Annual return | 14.05% | 19.08%-5.0pp | 282.11%-268.1pp | 26.06%-12.0pp |
| Employer contribution / active EE | $955 | $3,172-69.9% | $4,034-76.3% | $2,596-63.2% |
| Participant deferral / active EE | $2,094 | $4,099-48.9% | $5,318-60.6% | $4,274-51.0% |
| Admin fee / account holder | $986 | $8,039-87.7% | $10,693-90.8% | $7,775-87.3% |