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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 | $29,047 | $76,112-61.8% | $96,534-69.9% | $71,511-59.4% |
| Participation rate | 46.8% | 74.4%-27.6pp | 76.0%-29.2pp | 67.9%-21.1pp |
| Annual return | 19.45% | 22.81%-3.4pp | 25.88%-6.4pp | 28.86%-9.4pp |
| Employer contribution / active EE | $794 | $2,248-64.7% | $2,965-73.2% | $2,589-69.3% |
| Participant deferral / active EE | $2,209 | $4,217-47.6% | $4,851-54.5% | $4,291-48.5% |
| Admin fee / account holder | $9,078 | $2,708+235.2% | $8,253+10.0% | $1,588+471.5% |