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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 | $16,522 | $48,364-65.8% | $71,796-77.0% | $62,881-73.7% |
| Participation rate | 48.8% | 60.6%-11.8pp | 69.1%-20.3pp | 69.3%-20.5pp |
| Annual return | 5.98% | 13.16%-7.2pp | 78.04%-72.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $826 | $1,042-20.7% | $1,924-57.1% | $2,281-63.8% |
| Participant deferral / active EE | $1,134 | $2,091-45.8% | $2,794-59.4% | $3,203-64.6% |
| Admin fee / account holder | $303 | $3,771-92.0% | $4,815-93.7% | $4,296-92.9% |