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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 | $16,257 | $46,688-65.2% | $189,758-91.4% | $69,733-76.7% |
| Participation rate | 34.0% | 61.7%-27.7pp | 79.8%-45.8pp | 62.5%-28.5pp |
| Annual return | 22.83% | 14.35%+8.5pp | 52.62%-29.8pp | 15.22%+7.6pp |
| Employer contribution / active EE | $491 | $1,695-71.0% | $4,767-89.7% | $2,250-78.2% |
| Participant deferral / active EE | $1,153 | $2,143-46.2% | $5,856-80.3% | $3,054-62.3% |
| Admin fee / account holder | $567 | $1,700-66.7% | $20,388-97.2% | $3,102-81.7% |