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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 | $15,519 | $59,093-73.7% | $97,295-84.0% | $77,762-80.0% |
| Participation rate | 24.4% | 67.8%-43.4pp | 72.7%-48.3pp | 70.6%-46.2pp |
| Annual return | 26.08% | 16.93%+9.1pp | 75.62%-49.5pp | 31.27%-5.2pp |
| Employer contribution / active EE | $600 | $1,727-65.3% | $2,723-78.0% | $2,728-78.0% |
| Participant deferral / active EE | $1,113 | $3,901-71.5% | $4,264-73.9% | $4,651-76.1% |
| Admin fee / account holder | $1,164 | $346+236.3% | $5,646-79.4% | $433+168.9% |