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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 | $16,473 | $65,246-74.8% | $98,716-83.3% | $67,986-75.8% |
| Participation rate | 40.7% | 51.4%-10.7pp | 69.3%-28.6pp | 57.2%-16.5pp |
| Annual return | 18.64% | 20.58%-1.9pp | 31.81%-13.2pp | 31.67%-13.0pp |
| Employer contribution / active EE | $427 | $1,042-59.0% | $2,279-81.2% | $2,019-78.8% |
| Participant deferral / active EE | $1,334 | $2,594-48.6% | $4,048-67.0% | $3,358-60.3% |
| Admin fee / account holder | $3,161 | $4,561-30.7% | $8,703-63.7% | $3,203-1.3% |