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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 | $16,398 | $64,716-74.7% | $112,258-85.4% | $68,495-76.1% |
| Participation rate | 38.7% | 67.2%-28.5pp | 75.1%-36.4pp | 67.9%-29.2pp |
| Annual return | 64.24% | -11.40%+75.6pp | 27.47%+36.8pp | -7.84%+72.1pp |
| Employer contribution / active EE | $718 | $2,746-73.9% | $3,636-80.3% | $2,596-72.3% |
| Participant deferral / active EE | $1,813 | $3,565-49.1% | $4,728-61.7% | $4,028-55.0% |
| Admin fee / account holder | $404 | $5,232-92.3% | $6,411-93.7% | $5,403-92.5% |