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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 | $16,199 | $54,541-70.3% | $78,778-79.4% | $70,131-76.9% |
| Participation rate | 39.0% | 60.8%-21.8pp | 69.2%-30.2pp | 69.5%-30.5pp |
| Annual return | 18.03% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $803 | $1,089-26.3% | $1,986-59.6% | $2,342-65.7% |
| Participant deferral / active EE | $1,686 | $2,210-23.7% | $2,958-43.0% | $3,332-49.4% |
| Admin fee / account holder | $1,176 | $3,709-68.3% | $5,134-77.1% | $4,645-74.7% |