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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 | $16,416 | $56,894-71.1% | $84,753-80.6% | $62,881-73.9% |
| Participation rate | 51.3% | 68.5%-17.3pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 10.44% | 6.30%+4.1pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $542 | $2,400-77.4% | $3,574-84.9% | $2,281-76.3% |
| Participant deferral / active EE | $3,333 | $2,709+23.0% | $3,712-10.2% | $3,203+4.1% |
| Admin fee / account holder | $566 | $3,581-84.2% | $5,333-89.4% | $4,296-86.8% |