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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 | $21,221 | $76,834-72.4% | $108,359-80.4% | $87,485-75.7% |
| Participation rate | 48.3% | 61.7%-13.5pp | 70.1%-21.8pp | 68.9%-20.7pp |
| Annual return | 15.68% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $464 | $1,556-70.2% | $2,399-80.7% | $2,596-82.1% |
| Participant deferral / active EE | $1,584 | $3,100-48.9% | $4,137-61.7% | $4,274-62.9% |
| Admin fee / account holder | $4,261 | $6,537-34.8% | $9,741-56.3% | $7,775-45.2% |