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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 | $22,575 | $58,828-61.6% | $78,002-71.1% | $62,881-64.1% |
| Participation rate | 44.4% | 71.1%-26.6pp | 75.5%-31.1pp | 69.3%-24.9pp |
| Annual return | 9.05% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $835 | $1,672-50.0% | $2,470-66.2% | $2,281-63.4% |
| Participant deferral / active EE | $3,372 | $2,686+25.5% | $3,497-3.6% | $3,203+5.3% |
| Admin fee / account holder | $366 | $4,393-91.7% | $5,481-93.3% | $4,296-91.5% |