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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 | $20,620 | $87,132-76.3% | $105,624-80.5% | $80,959-74.5% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.7%-16.1pp |
| Annual return | 16.19% | 17.03%-0.8pp | 116.20%-100.0pp | 35.67%-19.5pp |
| Employer contribution / active EE | $916 | $2,397-61.8% | $3,168-71.1% | $2,757-66.8% |
| Participant deferral / active EE | $5,301 | $3,985+33.0% | $5,013+5.8% | $4,300+23.3% |
| Admin fee / account holder | $777 | $8,449-90.8% | $10,961-92.9% | $6,925-88.8% |