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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 | $15,851 | $41,377-61.7% | $109,313-85.5% | $62,881-74.8% |
| Participation rate | 28.0% | 57.5%-29.6pp | 71.3%-43.3pp | 69.3%-41.3pp |
| Annual return | 17.38% | 11.05%+6.3pp | 22.07%-4.7pp | 20.14%-2.8pp |
| Employer contribution / active EE | $366 | $1,276-71.3% | $3,892-90.6% | $2,281-83.9% |
| Participant deferral / active EE | $1,321 | $2,045-35.4% | $3,166-58.3% | $3,203-58.8% |
| Admin fee / account holder | $949 | $2,884-67.1% | $5,666-83.2% | $4,296-77.9% |