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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 | $16,951 | $65,364-74.1% | $92,909-81.8% | $72,975-76.8% |
| Participation rate | 31.3% | 68.3%-37.1pp | 76.0%-44.8pp | 69.5%-38.2pp |
| Annual return | 28.73% | 42.11%-13.4pp | 109.44%-80.7pp | 81.01%-52.3pp |
| Employer contribution / active EE | $734 | $2,594-71.7% | $3,653-79.9% | $2,440-69.9% |
| Participant deferral / active EE | $1,612 | $3,128-48.5% | $4,238-62.0% | $3,608-55.3% |
| Admin fee / account holder | $572 | $4,251-86.5% | $5,795-90.1% | $5,124-88.8% |