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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 | $21,180 | $97,550-78.3% | $120,344-82.4% | $87,485-75.8% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.7%-27.9pp | 68.9%-20.1pp |
| Annual return | 14.40% | 18.41%-4.0pp | 20.30%-5.9pp | 26.06%-11.7pp |
| Employer contribution / active EE | $990 | $2,291-56.8% | $3,020-67.2% | $2,596-61.9% |
| Participant deferral / active EE | $2,794 | $4,230-33.9% | $5,135-45.6% | $4,274-34.6% |
| Admin fee / account holder | $8,638 | $9,543-9.5% | $12,742-32.2% | $7,775+11.1% |