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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 | $17,762 | $65,034-72.7% | $90,970-80.5% | $79,856-77.8% |
| Participation rate | 36.4% | 61.6%-25.3pp | 69.0%-32.7pp | 69.6%-33.3pp |
| Annual return | 29.96% | 30.45%-0.5pp | 134.60%-104.6pp | 31.71%-1.8pp |
| Employer contribution / active EE | $796 | $1,247-36.2% | $2,122-62.5% | $2,471-67.8% |
| Participant deferral / active EE | $1,777 | $2,512-29.3% | $3,373-47.3% | $3,741-52.5% |
| Admin fee / account holder | $1,296 | $4,536-71.4% | $5,961-78.3% | $5,306-75.6% |