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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 | $15,672 | $99,345-84.2% | $84,753-81.5% | $273,972-94.3% |
| Participation rate | 42.1% | 80.7%-38.6pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 4.69% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $768 | $4,214-81.8% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $1,034 | $4,270-75.8% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $9,359 | $6,645+40.8% | $5,333+75.5% | $10,133-7.6% |