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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 | $17,807 | $54,541-67.4% | $78,778-77.4% | $70,126-74.6% |
| Participation rate | 58.1% | 60.8%-2.7pp | 69.2%-11.1pp | 69.5%-11.4pp |
| Annual return | 14.72% | 21.07%-6.3pp | 35.62%-20.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $995 | $1,089-8.6% | $1,986-49.9% | $2,343-57.5% |
| Participant deferral / active EE | $1,239 | $2,210-43.9% | $2,958-58.1% | $3,332-62.8% |
| Admin fee / account holder | $1,051 | $3,709-71.7% | $5,134-79.5% | $4,645-77.4% |