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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 | $20,560 | $67,602-69.6% | $82,312-75.0% | $70,126-70.7% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 12.23% | 21.57%-9.3pp | 25.88%-13.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $451 | $1,755-74.3% | $2,428-81.4% | $2,343-80.8% |
| Participant deferral / active EE | $1,423 | $2,987-52.4% | $3,706-61.6% | $3,332-57.3% |
| Admin fee / account holder | $961 | $4,512-78.7% | $5,608-82.9% | $4,645-79.3% |