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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 | $17,742 | $79,955-77.8% | $98,461-82.0% | $75,173-76.4% |
| Participation rate | 57.8% | 70.4%-12.5pp | 75.2%-17.3pp | 67.2%-9.4pp |
| Annual return | 15.25% | 19.75%-4.5pp | 21.17%-5.9pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,045 | $2,264-53.8% | $3,049-65.7% | $2,671-60.9% |
| Participant deferral / active EE | $1,869 | $3,752-50.2% | $4,738-60.5% | $4,126-54.7% |
| Admin fee / account holder | $559 | $6,841-91.8% | $8,961-93.8% | $5,651-90.1% |