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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 | $71,208-74.3% | $93,681-80.5% | $80,911-77.4% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.6%-25.5pp |
| Annual return | 15.65% | 11.27%+4.4pp | 133.47%-117.8pp | 35.63%-20.0pp |
| Employer contribution / active EE | $864 | $1,564-44.8% | $2,422-64.3% | $2,756-68.6% |
| Participant deferral / active EE | $1,843 | $4,035-54.3% | $4,415-58.3% | $4,297-57.1% |
| Admin fee / account holder | $452 | $6,951-93.5% | $8,290-94.5% | $6,935-93.5% |