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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 | $16,899 | $88,672-80.9% | $105,223-83.9% | $82,448-79.5% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 18.30% | 30.86%-12.6pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $894 | $3,048-70.7% | $3,689-75.8% | $2,551-64.9% |
| Participant deferral / active EE | $1,911 | $4,036-52.7% | $5,072-62.3% | $4,139-53.8% |
| Admin fee / account holder | $1,496 | $7,146-79.1% | $8,859-83.1% | $7,234-79.3% |