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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 | $20,619 | $67,602-69.5% | $82,312-75.0% | $70,126-70.6% |
| Participation rate | 36.8% | 72.8%-36.0pp | 76.9%-40.1pp | 69.5%-32.8pp |
| Annual return | 21.76% | 21.57%+0.2pp | 25.88%-4.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $718 | $1,755-59.1% | $2,428-70.4% | $2,343-69.4% |
| Participant deferral / active EE | $1,501 | $2,987-49.7% | $3,706-59.5% | $3,332-54.9% |
| Admin fee / account holder | $801 | $4,512-82.2% | $5,608-85.7% | $4,645-82.8% |