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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 | $17,731 | $76,371-76.8% | $93,621-81.1% | $72,975-75.7% |
| Participation rate | 27.6% | 71.8%-44.1pp | 75.8%-48.2pp | 69.5%-41.9pp |
| Annual return | 37.10% | 25.82%+11.3pp | 32.76%+4.3pp | 81.01%-43.9pp |
| Employer contribution / active EE | $492 | $2,276-78.4% | $2,719-81.9% | $2,440-79.8% |
| Participant deferral / active EE | $1,408 | $3,538-60.2% | $4,070-65.4% | $3,608-61.0% |
| Admin fee / account holder | $325 | $6,839-95.2% | $7,890-95.9% | $5,124-93.6% |