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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 | $32,038 | $97,648-67.2% | $121,663-73.7% | $87,485-63.4% |
| Participation rate | 55.3% | 70.5%-15.2pp | 74.5%-19.2pp | 68.9%-13.7pp |
| Annual return | 13.66% | 18.03%-4.4pp | 147.54%-133.9pp | 26.06%-12.4pp |
| Employer contribution / active EE | $690 | $2,300-70.0% | $3,020-77.2% | $2,596-73.4% |
| Participant deferral / active EE | $1,790 | $3,923-54.4% | $4,887-63.4% | $4,274-58.1% |
| Admin fee / account holder | $4,926 | $11,100-55.6% | $14,289-65.5% | $7,775-36.6% |