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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 | $27,589 | $71,523-61.4% | $98,461-72.0% | $71,511-61.4% |
| Participation rate | 50.9% | 72.7%-21.8pp | 75.2%-24.3pp | 67.9%-17.0pp |
| Annual return | 16.67% | 32.43%-15.8pp | 21.17%-4.5pp | 28.86%-12.2pp |
| Employer contribution / active EE | $800 | $2,399-66.7% | $3,049-73.8% | $2,589-69.1% |
| Participant deferral / active EE | $1,841 | $4,109-55.2% | $4,738-61.1% | $4,291-57.1% |
| Admin fee / account holder | $785 | $1,676-53.2% | $8,961-91.2% | $1,588-50.6% |