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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 | $16,760 | $46,877-64.2% | $122,354-86.3% | $70,126-76.1% |
| Participation rate | 56.7% | 58.2%-1.5pp | 71.6%-14.9pp | 69.5%-12.8pp |
| Annual return | 16.47% | 24.22%-7.7pp | 30.28%-13.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $533 | $1,288-58.6% | $4,051-86.8% | $2,343-77.2% |
| Participant deferral / active EE | $1,153 | $2,167-46.8% | $3,287-64.9% | $3,332-65.4% |
| Admin fee / account holder | $476 | $3,324-85.7% | $5,479-91.3% | $4,645-89.8% |