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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 | $16,703 | $72,471-77.0% | $94,215-82.3% | $86,983-80.8% |
| Participation rate | 44.4% | 63.9%-19.4pp | 70.0%-25.5pp | 69.5%-25.1pp |
| Annual return | 15.86% | 26.44%-10.6pp | 28.22%-12.4pp | 25.83%-10.0pp |
| Employer contribution / active EE | $791 | $1,936-59.1% | $2,675-70.4% | $2,584-69.4% |
| Participant deferral / active EE | $1,331 | $3,397-60.8% | $4,276-68.9% | $4,194-68.3% |
| Admin fee / account holder | $986 | $6,468-84.8% | $10,216-90.3% | $7,856-87.5% |