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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 | $16,804 | $73,955-77.3% | $96,520-82.6% | $75,181-77.6% |
| Participation rate | 55.8% | 66.4%-10.6pp | 74.3%-18.5pp | 67.2%-11.4pp |
| Annual return | 13.60% | 26.72%-13.1pp | 35.72%-22.1pp | 160.69%-147.1pp |
| Employer contribution / active EE | $900 | $2,930-69.3% | $3,739-75.9% | $2,671-66.3% |
| Participant deferral / active EE | $1,910 | $3,659-47.8% | $4,879-60.9% | $4,126-53.7% |
| Admin fee / account holder | $503 | $5,217-90.4% | $6,733-92.5% | $5,650-91.1% |