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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 | $87,059-73.9% | $105,608-78.5% | $80,925-71.9% |
| Participation rate | 52.6% | 70.4%-17.8pp | 75.3%-22.7pp | 67.7%-15.0pp |
| Annual return | 12.94% | 17.05%-4.1pp | 116.50%-103.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,205 | $2,396-49.7% | $3,167-61.9% | $2,756-56.3% |
| Participant deferral / active EE | $1,915 | $3,986-52.0% | $5,010-61.8% | $4,299-55.4% |
| Admin fee / account holder | $333 | $8,443-96.1% | $11,028-97.0% | $6,940-95.2% |