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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 | $24,236 | $72,492-66.6% | $87,104-72.2% | $72,975-66.8% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 21.28% | 24.46%-3.2pp | 28.19%-6.9pp | 81.01%-59.7pp |
| Employer contribution / active EE | $631 | $1,894-66.7% | $2,521-75.0% | $2,440-74.1% |
| Participant deferral / active EE | $2,153 | $3,270-34.1% | $4,048-46.8% | $3,608-40.3% |
| Admin fee / account holder | $517 | $5,055-89.8% | $7,491-93.1% | $5,124-89.9% |