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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 | $25,069 | $87,059-71.2% | $105,608-76.3% | $80,925-69.0% |
| Participation rate | 47.6% | 70.4%-22.8pp | 75.3%-27.7pp | 67.7%-20.0pp |
| Annual return | 12.92% | 17.05%-4.1pp | 116.50%-103.6pp | 35.65%-22.7pp |
| Employer contribution / active EE | $857 | $2,396-64.2% | $3,167-72.9% | $2,756-68.9% |
| Participant deferral / active EE | $2,167 | $3,986-45.6% | $5,010-56.7% | $4,299-49.6% |
| Admin fee / account holder | $1,270 | $8,443-85.0% | $11,028-88.5% | $6,940-81.7% |