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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 | $29,434 | $83,898-64.9% | $133,346-77.9% | $94,015-68.7% |
| Participation rate | 45.3% | 63.4%-18.1pp | 72.8%-27.6pp | 70.8%-25.5pp |
| Annual return | 19.59% | 16.00%+3.6pp | 36.85%-17.3pp | 17.84%+1.7pp |
| Employer contribution / active EE | $607 | $1,821-66.7% | $2,853-78.7% | $2,790-78.3% |
| Participant deferral / active EE | $2,994 | $3,245-7.7% | $4,332-30.9% | $4,249-29.5% |
| Admin fee / account holder | $776 | $7,809-90.1% | $14,264-94.6% | $8,951-91.3% |