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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 | $23,712 | $87,060-72.8% | $105,591-77.5% | $80,911-70.7% |
| Participation rate | 36.9% | 70.4%-33.5pp | 75.3%-38.4pp | 67.6%-30.7pp |
| Annual return | 13.23% | 17.05%-3.8pp | 116.43%-103.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $895 | $2,396-62.6% | $3,166-71.7% | $2,756-67.5% |
| Participant deferral / active EE | $2,285 | $3,986-42.7% | $5,008-54.4% | $4,297-46.8% |
| Admin fee / account holder | $2,684 | $8,442-68.2% | $11,024-75.7% | $6,935-61.3% |