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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 | $21,512 | $65,027-66.9% | $90,970-76.4% | $79,852-73.1% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.0%-31.1pp | 69.6%-31.7pp |
| Annual return | 22.63% | 30.45%-7.8pp | 134.58%-111.9pp | 31.72%-9.1pp |
| Employer contribution / active EE | $777 | $1,247-37.7% | $2,122-63.4% | $2,471-68.6% |
| Participant deferral / active EE | $1,681 | $2,512-33.1% | $3,373-50.2% | $3,740-55.0% |
| Admin fee / account holder | $350 | $4,535-92.3% | $5,960-94.1% | $5,306-93.4% |