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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 | $16,897 | $65,027-74.0% | $90,970-81.4% | $79,852-78.8% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.0%-30.6pp | 69.6%-31.2pp |
| Annual return | 43.01% | 30.45%+12.6pp | 134.58%-91.6pp | 31.72%+11.3pp |
| Employer contribution / active EE | $415 | $1,247-66.8% | $2,122-80.5% | $2,471-83.2% |
| Participant deferral / active EE | $1,621 | $2,512-35.5% | $3,373-51.9% | $3,740-56.7% |
| Admin fee / account holder | $498 | $4,535-89.0% | $5,960-91.6% | $5,306-90.6% |