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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 | $23,464 | $101,778-76.9% | $164,975-85.8% | $80,925-71.0% |
| Participation rate | 40.2% | 71.8%-31.6pp | 78.6%-38.4pp | 67.7%-27.4pp |
| Annual return | 13.77% | 16.73%-3.0pp | 70.12%-56.3pp | 35.65%-21.9pp |
| Employer contribution / active EE | $962 | $2,954-67.4% | $4,343-77.8% | $2,756-65.1% |
| Participant deferral / active EE | $2,194 | $4,477-51.0% | $6,033-63.6% | $4,299-49.0% |
| Admin fee / account holder | $9,559 | $8,221+16.3% | $12,688-24.7% | $6,940+37.7% |