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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 | $19,284 | $107,421-82.0% | $182,262-89.4% | $94,015-79.5% |
| Participation rate | 61.9% | 77.8%-15.9pp | 84.2%-22.3pp | 70.8%-8.9pp |
| Annual return | 19.44% | 21.32%-1.9pp | 140.60%-121.2pp | 17.84%+1.6pp |
| Employer contribution / active EE | $530 | $3,448-84.6% | $5,046-89.5% | $2,790-81.0% |
| Participant deferral / active EE | $2,845 | $6,558-56.6% | $8,276-65.6% | $4,249-33.1% |
| Admin fee / account holder | $1,192 | $8,692-86.3% | $16,712-92.9% | $8,951-86.7% |