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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 | $17,893 | $101,778-82.4% | $164,975-89.2% | $80,925-77.9% |
| Participation rate | 48.9% | 71.8%-22.9pp | 78.6%-29.7pp | 67.7%-18.8pp |
| Annual return | 17.05% | 16.73%+0.3pp | 70.12%-53.1pp | 35.65%-18.6pp |
| Employer contribution / active EE | $1,309 | $2,954-55.7% | $4,343-69.9% | $2,756-52.5% |
| Participant deferral / active EE | $2,540 | $4,477-43.3% | $6,033-57.9% | $4,299-40.9% |
| Admin fee / account holder | $1,048 | $8,221-87.3% | $12,688-91.7% | $6,940-84.9% |