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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 | $17,883 | $71,197-74.9% | $93,669-80.9% | $80,925-77.9% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.7%-11.5pp |
| Annual return | 19.38% | 11.27%+8.1pp | 133.59%-114.2pp | 35.65%-16.3pp |
| Employer contribution / active EE | $666 | $1,565-57.4% | $2,424-72.5% | $2,756-75.8% |
| Participant deferral / active EE | $1,438 | $4,036-64.4% | $4,416-67.4% | $4,299-66.5% |
| Admin fee / account holder | $1,604 | $6,959-76.9% | $8,291-80.7% | $6,940-76.9% |