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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 | $16,563 | $50,666-67.3% | $76,657-78.4% | $65,185-74.6% |
| Participation rate | 28.4% | 68.8%-40.4pp | 72.1%-43.7pp | 70.2%-41.8pp |
| Annual return | 29.97% | 28.51%+1.5pp | 1166.74%-1136.8pp | 29.38%+0.6pp |
| Employer contribution / active EE | $687 | $1,575-56.4% | $2,303-70.1% | $2,177-68.4% |
| Participant deferral / active EE | $1,510 | $2,647-43.0% | $3,335-54.7% | $3,514-57.0% |
| Admin fee / account holder | $359 | $463-22.5% | $6,423-94.4% | $847-57.6% |