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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 | $94,031-73.6% | $115,768-78.5% | $82,448-69.8% |
| Participation rate | 48.8% | 70.4%-21.6pp | 74.4%-25.6pp | 68.1%-19.3pp |
| Annual return | 16.12% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $867 | $2,323-62.7% | $2,940-70.5% | $2,551-66.0% |
| Participant deferral / active EE | $2,018 | $3,972-49.2% | $4,917-59.0% | $4,139-51.2% |
| Admin fee / account holder | $659 | $10,249-93.6% | $12,439-94.7% | $7,234-90.9% |