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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 | $24,862 | $97,648-74.5% | $121,663-79.6% | $87,485-71.6% |
| Participation rate | 48.8% | 70.5%-21.7pp | 74.5%-25.7pp | 68.9%-20.2pp |
| Annual return | 16.12% | 18.03%-1.9pp | 147.54%-131.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $867 | $2,300-62.3% | $3,020-71.3% | $2,596-66.6% |
| Participant deferral / active EE | $2,018 | $3,923-48.6% | $4,887-58.7% | $4,274-52.8% |
| Admin fee / account holder | $659 | $11,100-94.1% | $14,289-95.4% | $7,775-91.5% |