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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 | $73,787-76.8% | $98,716-82.7% | $82,448-79.3% |
| Participation rate | 43.6% | 61.4%-17.8pp | 69.3%-25.7pp | 68.1%-24.5pp |
| Annual return | 18.39% | 18.57%-0.2pp | 31.81%-13.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $645 | $1,511-57.3% | $2,279-71.7% | $2,551-74.7% |
| Participant deferral / active EE | $1,629 | $3,081-47.1% | $4,048-59.8% | $4,139-60.7% |
| Admin fee / account holder | $1,687 | $6,500-74.0% | $8,703-80.6% | $7,234-76.7% |