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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 | $20,111 | $62,177-67.7% | $81,370-75.3% | $74,478-73.0% |
| Participation rate | 58.4% | 64.1%-5.6pp | 69.5%-11.1pp | 67.2%-8.8pp |
| Annual return | 11.14% | 16.62%-5.5pp | 24.85%-13.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $815 | $1,881-56.7% | $2,464-66.9% | $2,626-69.0% |
| Participant deferral / active EE | $1,876 | $3,219-41.7% | $3,885-51.7% | $4,350-56.9% |
| Admin fee / account holder | $2,930 | $1,927+52.1% | $5,749-49.0% | $1,946+50.6% |