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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 | $18,874 | $78,423-75.9% | $95,964-80.3% | $79,856-76.4% |
| Participation rate | 46.3% | 73.5%-27.2pp | 77.1%-30.7pp | 69.6%-23.3pp |
| Annual return | 17.39% | 19.37%-2.0pp | 91.64%-74.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $564 | $1,945-71.0% | $2,541-77.8% | $2,471-77.2% |
| Participant deferral / active EE | $2,276 | $3,440-33.8% | $4,167-45.4% | $3,741-39.2% |
| Admin fee / account holder | $1,112 | $5,622-80.2% | $6,797-83.6% | $5,306-79.0% |