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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 | $18,066 | $68,852-73.8% | $120,524-85.0% | $80,925-77.7% |
| Participation rate | 36.4% | 61.6%-25.3pp | 71.9%-35.6pp | 67.7%-31.3pp |
| Annual return | 13.16% | 23.67%-10.5pp | 107.36%-94.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $866 | $2,063-58.0% | $3,469-75.0% | $2,756-68.6% |
| Participant deferral / active EE | $1,458 | $3,187-54.2% | $4,994-70.8% | $4,299-66.1% |
| Admin fee / account holder | $6,842 | $5,781+18.4% | $9,440-27.5% | $6,940-1.4% |