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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 | $17,946 | $69,977-74.4% | $108,582-83.5% | $62,881-71.5% |
| Participation rate | 54.5% | 72.9%-18.4pp | 79.6%-25.0pp | 69.3%-14.8pp |
| Annual return | 22.00% | 10.73%+11.3pp | -51.70%+73.7pp | 20.14%+1.9pp |
| Employer contribution / active EE | $746 | $2,135-65.1% | $3,758-80.2% | $2,281-67.3% |
| Participant deferral / active EE | $1,708 | $3,165-46.0% | $4,311-60.4% | $3,203-46.7% |
| Admin fee / account holder | $2,680 | $5,076-47.2% | $7,645-64.9% | $4,296-37.6% |