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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 | $16,451 | $54,541-69.8% | $78,778-79.1% | $70,126-76.5% |
| Participation rate | 58.3% | 60.8%-2.5pp | 69.2%-10.9pp | 69.5%-11.2pp |
| Annual return | 15.34% | 21.07%-5.7pp | 35.62%-20.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $500 | $1,089-54.1% | $1,986-74.8% | $2,343-78.7% |
| Participant deferral / active EE | $1,078 | $2,210-51.2% | $2,958-63.5% | $3,332-67.6% |
| Admin fee / account holder | $395 | $3,709-89.3% | $5,134-92.3% | $4,645-91.5% |