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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 | $17,314 | $71,215-75.7% | $93,696-81.5% | $80,935-78.6% |
| Participation rate | 21.2% | 60.4%-39.2pp | 68.7%-47.5pp | 67.7%-46.4pp |
| Annual return | 14.64% | 11.27%+3.4pp | 133.74%-119.1pp | 35.66%-21.0pp |
| Employer contribution / active EE | $724 | $1,565-53.8% | $2,422-70.1% | $2,757-73.7% |
| Participant deferral / active EE | $1,774 | $4,037-56.1% | $4,417-59.8% | $4,299-58.7% |
| Admin fee / account holder | $563 | $6,958-91.9% | $8,287-93.2% | $6,924-91.9% |