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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 | $16,561 | $65,027-74.5% | $90,970-81.8% | $79,852-79.3% |
| Participation rate | 46.2% | 61.6%-15.5pp | 69.0%-22.9pp | 69.6%-23.5pp |
| Annual return | 18.31% | 30.45%-12.1pp | 134.58%-116.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $671 | $1,247-46.2% | $2,122-68.4% | $2,471-72.8% |
| Participant deferral / active EE | $1,422 | $2,512-43.4% | $3,373-57.9% | $3,740-62.0% |
| Admin fee / account holder | $1,529 | $4,535-66.3% | $5,960-74.3% | $5,306-71.2% |