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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 | $17,981 | $50,643-64.5% | $106,619-83.1% | $55,167-67.4% |
| Participation rate | 42.4% | 65.6%-23.2pp | 78.0%-35.6pp | 69.0%-26.6pp |
| Annual return | 11.29% | 7.02%+4.3pp | 9.42%+1.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $900 | $1,626-44.6% | $3,947-77.2% | $1,963-54.1% |
| Participant deferral / active EE | $1,651 | $2,208-25.2% | $3,930-58.0% | $3,054-45.9% |
| Admin fee / account holder | $5,111 | $488+947.5% | $6,418-20.4% | $504+914.2% |