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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 | $73,787-77.0% | $98,716-82.8% | $82,448-79.4% |
| Participation rate | 45.2% | 61.4%-16.2pp | 69.3%-24.1pp | 68.1%-22.9pp |
| Annual return | 16.69% | 18.57%-1.9pp | 31.81%-15.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $653 | $1,511-56.8% | $2,279-71.3% | $2,551-74.4% |
| Participant deferral / active EE | $1,680 | $3,081-45.5% | $4,048-58.5% | $4,139-59.4% |
| Admin fee / account holder | $2,598 | $6,500-60.0% | $8,703-70.1% | $7,234-64.1% |