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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 | $22,488 | $58,828-61.8% | $78,002-71.2% | $62,881-64.2% |
| Participation rate | 57.8% | 71.1%-13.3pp | 75.5%-17.7pp | 69.3%-11.5pp |
| Annual return | 12.44% | 17.16%-4.7pp | 425.99%-413.5pp | 20.14%-7.7pp |
| Employer contribution / active EE | $773 | $1,672-53.7% | $2,470-68.7% | $2,281-66.1% |
| Participant deferral / active EE | $1,199 | $2,686-55.4% | $3,497-65.7% | $3,203-62.6% |
| Admin fee / account holder | $2,298 | $4,393-47.7% | $5,481-58.1% | $4,296-46.5% |