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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 | $13,078 | $72,269-81.9% | $101,271-87.1% | $79,852-83.6% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 22.03% | 22.29%-0.3pp | 46.48%-24.4pp | 31.72%-9.7pp |
| Employer contribution / active EE | $639 | $2,692-76.3% | $3,660-82.5% | $2,471-74.1% |
| Participant deferral / active EE | $2,559 | $3,282-22.0% | $4,371-41.4% | $3,740-31.6% |
| Admin fee / account holder | $426 | $4,401-90.3% | $5,948-92.8% | $5,306-92.0% |