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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 | $16,489 | $58,493-71.8% | $84,021-80.4% | $72,975-77.4% |
| Participation rate | 47.0% | 61.2%-14.3pp | 69.0%-22.0pp | 69.5%-22.5pp |
| Annual return | 21.72% | 28.93%-7.2pp | 71.32%-49.6pp | 81.01%-59.3pp |
| Employer contribution / active EE | $499 | $1,163-57.1% | $1,984-74.8% | $2,440-79.5% |
| Participant deferral / active EE | $1,544 | $2,394-35.5% | $3,239-52.3% | $3,608-57.2% |
| Admin fee / account holder | $541 | $4,569-88.2% | $6,102-91.1% | $5,124-89.4% |