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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 | $18,216 | $73,988-75.4% | $96,538-81.1% | $75,177-75.8% |
| Participation rate | 57.3% | 66.4%-9.1pp | 74.3%-17.0pp | 67.2%-9.9pp |
| Annual return | 15.95% | 26.73%-10.8pp | 35.74%-19.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $794 | $2,930-72.9% | $3,740-78.8% | $2,671-70.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $649 | $5,220-87.6% | $6,737-90.4% | $5,651-88.5% |