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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 | $22,799 | $78,423-70.9% | $95,964-76.2% | $79,856-71.5% |
| Participation rate | 55.3% | 73.5%-18.2pp | 77.1%-21.8pp | 69.6%-14.3pp |
| Annual return | 15.81% | 19.37%-3.6pp | 91.64%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $950 | $1,945-51.2% | $2,541-62.6% | $2,471-61.6% |
| Participant deferral / active EE | $2,624 | $3,440-23.7% | $4,167-37.0% | $3,741-29.8% |
| Admin fee / account holder | $6,776 | $5,622+20.5% | $6,797-0.3% | $5,306+27.7% |