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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 | $20,587 | $58,828-65.0% | $78,002-73.6% | $62,881-67.3% |
| Participation rate | 63.9% | 71.1%-7.2pp | 75.5%-11.6pp | 69.3%-5.4pp |
| Annual return | 8.00% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $805 | $1,672-51.9% | $2,470-67.4% | $2,281-64.7% |
| Participant deferral / active EE | $1,845 | $2,686-31.3% | $3,497-47.2% | $3,203-42.4% |
| Admin fee / account holder | $338 | $4,393-92.3% | $5,481-93.8% | $4,296-92.1% |