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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 | $21,324 | $78,707-72.9% | $117,861-81.9% | $70,126-69.6% |
| Participation rate | 31.4% | 73.2%-41.8pp | 79.7%-48.2pp | 69.5%-38.1pp |
| Annual return | 12.64% | 23.30%-10.7pp | 335.11%-322.5pp | 73.15%-60.5pp |
| Employer contribution / active EE | $784 | $2,223-64.7% | $3,786-79.3% | $2,343-66.5% |
| Participant deferral / active EE | $1,840 | $3,297-44.2% | $4,482-59.0% | $3,332-44.8% |
| Admin fee / account holder | $11,301 | $5,066+123.1% | $8,021+40.9% | $4,645+143.3% |