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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 | $17,875 | $87,733-79.6% | $106,555-83.2% | $85,847-79.2% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 13.98% | 21.86%-7.9pp | 26.80%-12.8pp | 318.61%-304.6pp |
| Employer contribution / active EE | $923 | $2,073-55.5% | $2,819-67.3% | $2,565-64.0% |
| Participant deferral / active EE | $1,545 | $3,469-55.5% | $4,399-64.9% | $3,952-60.9% |
| Admin fee / account holder | $2,686 | $6,767-60.3% | $7,408-63.7% | $6,261-57.1% |