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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 | $24,575 | $65,704-62.6% | $94,229-73.9% | $59,633-58.8% |
| Participation rate | 65.2% | 72.1%-7.0pp | 78.8%-13.6pp | 68.7%-3.5pp |
| Annual return | 8.67% | 5.22%+3.5pp | 10.68%-2.0pp | 2041.45%-2032.8pp |
| Employer contribution / active EE | $799 | $2,021-60.5% | $3,587-77.7% | $2,203-63.7% |
| Participant deferral / active EE | $2,193 | $3,143-30.2% | $4,320-49.2% | $3,192-31.3% |
| Admin fee / account holder | $1,922 | $4,265-54.9% | $6,269-69.3% | $4,297-55.3% |