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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 | $16,739 | $65,027-74.3% | $90,970-81.6% | $79,852-79.0% |
| Participation rate | 31.0% | 61.6%-30.6pp | 69.0%-38.0pp | 69.6%-38.6pp |
| Annual return | 27.44% | 30.45%-3.0pp | 134.58%-107.1pp | 31.72%-4.3pp |
| Employer contribution / active EE | $341 | $1,247-72.6% | $2,122-83.9% | $2,471-86.2% |
| Participant deferral / active EE | $1,542 | $2,512-38.6% | $3,373-54.3% | $3,740-58.8% |
| Admin fee / account holder | $572 | $4,535-87.4% | $5,960-90.4% | $5,306-89.2% |