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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 | $18,056 | $71,215-74.6% | $93,696-80.7% | $80,935-77.7% |
| Participation rate | 62.9% | 60.4%+2.5pp | 68.7%-5.9pp | 67.7%-4.8pp |
| Annual return | 23.59% | 11.27%+12.3pp | 133.74%-110.2pp | 35.66%-12.1pp |
| Employer contribution / active EE | $857 | $1,565-45.2% | $2,422-64.6% | $2,757-68.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $401 | $6,958-94.2% | $8,287-95.2% | $6,924-94.2% |