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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 | $16,990 | $76,834-77.9% | $108,359-84.3% | $87,485-80.6% |
| Participation rate | 45.2% | 61.7%-16.6pp | 70.1%-25.0pp | 68.9%-23.8pp |
| Annual return | 16.69% | 19.09%-2.4pp | 36.89%-20.2pp | 26.06%-9.4pp |
| Employer contribution / active EE | $653 | $1,556-58.1% | $2,399-72.8% | $2,596-74.9% |
| Participant deferral / active EE | $1,680 | $3,100-45.8% | $4,137-59.4% | $4,274-60.7% |
| Admin fee / account holder | $2,598 | $6,537-60.3% | $9,741-73.3% | $7,775-66.6% |