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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 | $16,858 | $71,057-76.3% | $93,654-82.0% | $80,874-79.2% |
| Participation rate | 51.7% | 60.4%-8.7pp | 68.7%-17.0pp | 67.6%-15.9pp |
| Annual return | 13.87% | 11.26%+2.6pp | 133.34%-119.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $600 | $1,564-61.6% | $2,421-75.2% | $2,756-78.2% |
| Participant deferral / active EE | $1,348 | $4,034-66.6% | $4,413-69.5% | $4,297-68.6% |
| Admin fee / account holder | $3,227 | $6,944-53.5% | $8,282-61.0% | $6,935-53.5% |