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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 | $16,409 | $58,493-71.9% | $84,021-80.5% | $72,975-77.5% |
| Participation rate | 41.2% | 61.2%-20.1pp | 69.0%-27.8pp | 69.5%-28.3pp |
| Annual return | 24.62% | 28.93%-4.3pp | 71.32%-46.7pp | 81.01%-56.4pp |
| Employer contribution / active EE | $653 | $1,163-43.8% | $1,984-67.1% | $2,440-73.2% |
| Participant deferral / active EE | $1,953 | $2,394-18.4% | $3,239-39.7% | $3,608-45.9% |
| Admin fee / account holder | $712 | $4,569-84.4% | $6,102-88.3% | $5,124-86.1% |