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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 | $17,766 | $78,682-77.4% | $109,188-83.7% | $85,851-79.3% |
| Participation rate | 65.4% | 68.3%-2.9pp | 75.9%-10.5pp | 69.3%-3.9pp |
| Annual return | 11.31% | 25.09%-13.8pp | 25.76%-14.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $1,953 | $2,734-28.6% | $3,723-47.5% | $2,565-23.9% |
| Participant deferral / active EE | $2,572 | $3,468-25.8% | $4,654-44.7% | $3,952-34.9% |
| Admin fee / account holder | $14,490 | $5,470+164.9% | $6,755+114.5% | $6,261+131.4% |