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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 | $17,101 | $77,574-78.0% | $108,753-84.3% | $86,983-80.3% |
| Participation rate | 43.6% | 62.3%-18.7pp | 71.1%-27.5pp | 69.5%-26.0pp |
| Annual return | 18.39% | 18.42%0pp | 37.47%-19.1pp | 25.83%-7.4pp |
| Employer contribution / active EE | $645 | $1,611-60.0% | $2,427-73.4% | $2,584-75.1% |
| Participant deferral / active EE | $1,629 | $3,128-47.9% | $4,115-60.4% | $4,194-61.2% |
| Admin fee / account holder | $1,687 | $6,529-74.2% | $10,320-83.7% | $7,856-78.5% |