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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 | $87,132-71.2% | $105,624-76.3% | $80,959-69.0% |
| Participation rate | 47.6% | 70.4%-22.8pp | 75.3%-27.7pp | 67.7%-20.0pp |
| Annual return | 12.92% | 17.03%-4.1pp | 116.20%-103.3pp | 35.67%-22.7pp |
| Employer contribution / active EE | $857 | $2,397-64.2% | $3,168-72.9% | $2,757-68.9% |
| Participant deferral / active EE | $2,167 | $3,985-45.6% | $5,013-56.8% | $4,300-49.6% |
| Admin fee / account holder | $1,270 | $8,449-85.0% | $10,961-88.4% | $6,925-81.7% |