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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 | $20,873 | $98,760-78.9% | $149,715-86.1% | $79,858-73.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.66%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $720 | $3,217-77.6% | $4,645-84.5% | $2,471-70.8% |
| Participant deferral / active EE | $2,451 | $5,681-56.9% | $6,842-64.2% | $3,740-34.5% |
| Admin fee / account holder | $554 | $6,053-90.8% | $9,310-94.0% | $5,306-89.6% |