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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 | $28,949 | $78,707-63.2% | $117,861-75.4% | $70,126-58.7% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 20.54% | 23.30%-2.8pp | 335.11%-314.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $778 | $2,223-65.0% | $3,786-79.4% | $2,343-66.8% |
| Participant deferral / active EE | $1,927 | $3,297-41.6% | $4,482-57.0% | $3,332-42.2% |
| Admin fee / account holder | $878 | $5,066-82.7% | $8,021-89.1% | $4,645-81.1% |