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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 | $87,060-80.8% | $105,591-84.2% | $80,911-79.3% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.6%-27.6pp |
| Annual return | 17.13% | 17.05%+0.1pp | 116.43%-99.3pp | 35.63%-18.5pp |
| Employer contribution / active EE | $828 | $2,396-65.5% | $3,166-73.9% | $2,756-70.0% |
| Participant deferral / active EE | $2,478 | $3,986-37.8% | $5,008-50.5% | $4,297-42.3% |
| Admin fee / account holder | $837 | $8,442-90.1% | $11,024-92.4% | $6,935-87.9% |