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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 | $22,753 | $87,132-73.9% | $105,624-78.5% | $80,959-71.9% |
| Participation rate | 52.6% | 70.4%-17.8pp | 75.3%-22.6pp | 67.7%-15.0pp |
| Annual return | 12.94% | 17.03%-4.1pp | 116.20%-103.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,205 | $2,397-49.7% | $3,168-62.0% | $2,757-56.3% |
| Participant deferral / active EE | $1,915 | $3,985-51.9% | $5,013-61.8% | $4,300-55.5% |
| Admin fee / account holder | $333 | $8,449-96.1% | $10,961-97.0% | $6,925-95.2% |