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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 | $16,711 | $87,132-80.8% | $105,624-84.2% | $80,959-79.4% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.7%-27.7pp |
| Annual return | 17.13% | 17.03%+0.1pp | 116.20%-99.1pp | 35.67%-18.5pp |
| Employer contribution / active EE | $828 | $2,397-65.5% | $3,168-73.9% | $2,757-70.0% |
| Participant deferral / active EE | $2,478 | $3,985-37.8% | $5,013-50.6% | $4,300-42.4% |
| Admin fee / account holder | $837 | $8,449-90.1% | $10,961-92.4% | $6,925-87.9% |