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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 | $17,502 | $58,828-70.2% | $78,002-77.6% | $62,881-72.2% |
| Participation rate | 56.0% | 71.1%-15.1pp | 75.5%-19.5pp | 69.3%-13.3pp |
| Annual return | 6.65% | 17.16%-10.5pp | 425.99%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,723 | $1,672+3.1% | $2,470-30.2% | $2,281-24.4% |
| Participant deferral / active EE | $3,542 | $2,686+31.9% | $3,497+1.3% | $3,203+10.6% |
| Admin fee / account holder | $14,657 | $4,393+233.6% | $5,481+167.4% | $4,296+241.2% |