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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 | $16,335 | $55,457-70.5% | $77,361-78.9% | $94,015-82.6% |
| Participation rate | 56.3% | 69.8%-13.6pp | 75.0%-18.7pp | 70.8%-14.6pp |
| Annual return | 11.62% | 15.57%-3.9pp | 1011.54%-999.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $974 | $2,255-56.8% | $2,990-67.4% | $2,790-65.1% |
| Participant deferral / active EE | $1,979 | $3,069-35.5% | $3,911-49.4% | $4,249-53.4% |
| Admin fee / account holder | $308 | $4,334-92.9% | $5,894-94.8% | $8,951-96.6% |