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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 | $17,780 | $65,367-72.8% | $92,915-80.9% | $72,976-75.6% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 18.31% | 42.11%-23.8pp | 109.45%-91.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $863 | $2,594-66.7% | $3,653-76.4% | $2,440-64.6% |
| Participant deferral / active EE | $1,604 | $3,128-48.7% | $4,238-62.1% | $3,608-55.5% |
| Admin fee / account holder | $678 | $4,251-84.1% | $5,796-88.3% | $5,124-86.8% |