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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 | $24,050 | $64,501-62.7% | $108,753-77.9% | $65,306-63.2% |
| Participation rate | 46.2% | 50.8%-4.6pp | 71.1%-24.9pp | 57.7%-11.5pp |
| Annual return | 15.09% | 21.09%-6.0pp | 37.47%-22.4pp | 21.94%-6.8pp |
| Employer contribution / active EE | $366 | $1,069-65.8% | $2,427-84.9% | $1,967-81.4% |
| Participant deferral / active EE | $1,747 | $2,401-27.2% | $4,115-57.5% | $2,959-41.0% |
| Admin fee / account holder | $2,362 | $4,971-52.5% | $10,320-77.1% | $3,480-32.1% |