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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 | $19,831 | $105,248-81.2% | $147,318-86.5% | $71,012-72.1% |
| Participation rate | 47.7% | 66.1%-18.4pp | 82.1%-34.4pp | 58.6%-10.8pp |
| Annual return | 15.91% | 26.02%-10.1pp | 70.43%-54.5pp | 37.67%-21.8pp |
| Employer contribution / active EE | $906 | $3,785-76.1% | $4,593-80.3% | $2,348-61.4% |
| Participant deferral / active EE | $1,918 | $6,452-70.3% | $7,906-75.7% | $3,246-40.9% |
| Admin fee / account holder | $4,391 | $862+409.2% | $13,708-68.0% | $1,167+276.2% |