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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 | $15,028 | $78,428-80.8% | $95,960-84.3% | $79,852-81.2% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 20.66% | 19.37%+1.3pp | 91.63%-71.0pp | 31.72%-11.1pp |
| Employer contribution / active EE | $891 | $1,945-54.2% | $2,541-64.9% | $2,471-63.9% |
| Participant deferral / active EE | $1,849 | $3,440-46.2% | $4,167-55.6% | $3,740-50.6% |
| Admin fee / account holder | $640 | $5,622-88.6% | $6,797-90.6% | $5,306-87.9% |