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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 | $16,778 | $58,828-71.5% | $78,002-78.5% | $62,881-73.3% |
| Participation rate | 27.5% | 71.1%-43.6pp | 75.5%-48.1pp | 69.3%-41.9pp |
| Annual return | 9.82% | 17.16%-7.3pp | 425.99%-416.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $610 | $1,672-63.5% | $2,470-75.3% | $2,281-73.3% |
| Participant deferral / active EE | $1,455 | $2,686-45.8% | $3,497-58.4% | $3,203-54.6% |
| Admin fee / account holder | $10,092 | $4,393+129.7% | $5,481+84.1% | $4,296+134.9% |