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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 | $17,117 | $63,861-73.2% | $104,639-83.6% | $79,856-78.6% |
| Participation rate | 58.1% | 64.9%-6.8pp | 74.1%-16.0pp | 69.6%-11.5pp |
| Annual return | 13.94% | 21.30%-7.4pp | 340.67%-326.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $806 | $1,588-49.2% | $2,682-69.9% | $2,471-67.4% |
| Participant deferral / active EE | $1,707 | $2,693-36.6% | $3,738-54.3% | $3,741-54.4% |
| Admin fee / account holder | $2,019 | $4,185-51.8% | $6,465-68.8% | $5,306-62.0% |