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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 | $94,436-73.7% | $115,599-78.5% | $82,637-69.9% |
| Participation rate | 48.8% | 70.4%-21.6pp | 74.3%-25.5pp | 68.1%-19.3pp |
| Annual return | 16.12% | 18.37%-2.2pp | 111.10%-95.0pp | 53.51%-37.4pp |
| Employer contribution / active EE | $867 | $2,324-62.7% | $2,955-70.7% | $2,552-66.0% |
| Participant deferral / active EE | $2,018 | $3,955-49.0% | $4,889-58.7% | $4,126-51.1% |
| Admin fee / account holder | $659 | $10,328-93.6% | $12,841-94.9% | $7,339-91.0% |