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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 | $16,450 | $62,177-73.5% | $81,370-79.8% | $74,478-77.9% |
| Participation rate | 57.8% | 64.1%-6.2pp | 69.5%-11.7pp | 67.2%-9.4pp |
| Annual return | 12.65% | 16.62%-4.0pp | 24.85%-12.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $995 | $1,881-47.1% | $2,464-59.6% | $2,626-62.1% |
| Participant deferral / active EE | $2,278 | $3,219-29.2% | $3,885-41.4% | $4,350-47.6% |
| Admin fee / account holder | $4,808 | $1,927+149.5% | $5,749-16.4% | $1,946+147.1% |