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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 | $20,191 | $222,882-90.9% | $182,153-88.9% | $198,609-89.8% |
| Participation rate | 50.0% | 67.8%-17.8pp | 65.7%-15.7pp | 82.4%-32.4pp |
| Annual return | 19.41% | 38.53%-19.1pp | 35.04%-15.6pp | 202.70%-183.3pp |
| Employer contribution / active EE | $812 | $2,741-70.4% | $2,593-68.7% | $5,055-83.9% |
| Participant deferral / active EE | $1,321 | $4,212-68.6% | $3,776-65.0% | $6,977-81.1% |
| Admin fee / account holder | $682 | $8,972-92.4% | $9,477-92.8% | $19,030-96.4% |