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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 | $19,526 | $57,828-66.2% | $117,039-83.3% | $70,126-72.2% |
| Participation rate | 48.2% | 67.1%-18.9pp | 77.2%-29.0pp | 69.5%-21.3pp |
| Annual return | 13.48% | 17.55%-4.1pp | 18.95%-5.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $740 | $1,816-59.2% | $3,785-80.4% | $2,343-68.4% |
| Participant deferral / active EE | $1,498 | $2,438-38.6% | $3,929-61.9% | $3,332-55.1% |
| Admin fee / account holder | $1,709 | $3,548-51.8% | $5,974-71.4% | $4,645-63.2% |