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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 | $17,833 | $80,855-77.9% | $153,416-88.4% | $86,983-79.5% |
| Participation rate | 15.3% | 64.1%-48.9pp | 74.3%-59.1pp | 69.5%-54.3pp |
| Annual return | 11.68% | 16.18%-4.5pp | 17.84%-6.2pp | 25.83%-14.1pp |
| Employer contribution / active EE | $910 | $2,308-60.6% | $3,764-75.8% | $2,584-64.8% |
| Participant deferral / active EE | $1,344 | $3,333-59.7% | $4,723-71.5% | $4,194-68.0% |
| Admin fee / account holder | $801 | $6,908-88.4% | $13,095-93.9% | $7,856-89.8% |