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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 | $23,892 | $87,132-72.6% | $105,624-77.4% | $80,959-70.5% |
| Participation rate | 41.8% | 70.4%-28.6pp | 75.3%-33.5pp | 67.7%-25.9pp |
| Annual return | 12.73% | 17.03%-4.3pp | 116.20%-103.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $757 | $2,397-68.4% | $3,168-76.1% | $2,757-72.6% |
| Participant deferral / active EE | $1,807 | $3,985-54.7% | $5,013-63.9% | $4,300-58.0% |
| Admin fee / account holder | $8,730 | $8,449+3.3% | $10,961-20.4% | $6,925+26.1% |