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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 | $24,170 | $107,421-77.5% | $182,262-86.7% | $94,015-74.3% |
| Participation rate | 66.7% | 77.8%-11.1pp | 84.2%-17.5pp | 70.8%-4.2pp |
| Annual return | 24.60% | 21.32%+3.3pp | 140.60%-116.0pp | 17.84%+6.8pp |
| Employer contribution / active EE | $971 | $3,448-71.8% | $5,046-80.8% | $2,790-65.2% |
| Participant deferral / active EE | $2,714 | $6,558-58.6% | $8,276-67.2% | $4,249-36.1% |
| Admin fee / account holder | $657 | $8,692-92.4% | $16,712-96.1% | $8,951-92.7% |