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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 | $18,274 | $71,215-74.3% | $93,696-80.5% | $80,935-77.4% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.7%-25.6pp |
| Annual return | 15.65% | 11.27%+4.4pp | 133.74%-118.1pp | 35.66%-20.0pp |
| Employer contribution / active EE | $864 | $1,565-44.8% | $2,422-64.3% | $2,757-68.7% |
| Participant deferral / active EE | $1,843 | $4,037-54.3% | $4,417-58.3% | $4,299-57.1% |
| Admin fee / account holder | $452 | $6,958-93.5% | $8,287-94.5% | $6,924-93.5% |