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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 | $19,970 | $94,031-78.8% | $115,768-82.7% | $82,448-75.8% |
| Participation rate | 48.5% | 70.4%-21.9pp | 74.4%-25.9pp | 68.1%-19.6pp |
| Annual return | 17.93% | 20.61%-2.7pp | 100.46%-82.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $954 | $2,323-58.9% | $2,940-67.5% | $2,551-62.6% |
| Participant deferral / active EE | $2,369 | $3,972-40.4% | $4,917-51.8% | $4,139-42.8% |
| Admin fee / account holder | $633 | $10,249-93.8% | $12,439-94.9% | $7,234-91.3% |