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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 | $27,200 | $87,060-68.8% | $105,591-74.2% | $80,911-66.4% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.6%-19.6pp |
| Annual return | 16.02% | 17.05%-1.0pp | 116.43%-100.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $761 | $2,396-68.2% | $3,166-76.0% | $2,756-72.4% |
| Participant deferral / active EE | $2,868 | $3,986-28.1% | $5,008-42.7% | $4,297-33.3% |
| Admin fee / account holder | $10,649 | $8,442+26.1% | $11,024-3.4% | $6,935+53.6% |