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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 | $22,520 | $67,602-66.7% | $82,312-72.6% | $70,126-67.9% |
| Participation rate | 60.3% | 72.8%-12.5pp | 76.9%-16.6pp | 69.5%-9.2pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $396 | $1,755-77.4% | $2,428-83.7% | $2,343-83.1% |
| Participant deferral / active EE | $1,737 | $2,987-41.8% | $3,706-53.1% | $3,332-47.9% |
| Admin fee / account holder | $1,197 | $4,512-73.5% | $5,608-78.7% | $4,645-74.2% |