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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 | $17,627 | $76,834-77.1% | $108,359-83.7% | $87,485-79.9% |
| Participation rate | 37.5% | 61.7%-24.2pp | 70.1%-32.6pp | 68.9%-31.4pp |
| Annual return | 17.63% | 19.09%-1.5pp | 36.89%-19.3pp | 26.06%-8.4pp |
| Employer contribution / active EE | $488 | $1,556-68.7% | $2,399-79.7% | $2,596-81.2% |
| Participant deferral / active EE | $1,317 | $3,100-57.5% | $4,137-68.2% | $4,274-69.2% |
| Admin fee / account holder | $392 | $6,537-94.0% | $9,741-96.0% | $7,775-95.0% |