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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 | $15,915 | $65,367-75.7% | $92,915-82.9% | $72,976-78.2% |
| Participation rate | 37.1% | 68.3%-31.2pp | 76.0%-38.9pp | 69.5%-32.3pp |
| Annual return | 27.26% | 42.11%-14.9pp | 109.45%-82.2pp | 81.02%-53.8pp |
| Employer contribution / active EE | $923 | $2,594-64.4% | $3,653-74.7% | $2,440-62.2% |
| Participant deferral / active EE | $2,794 | $3,128-10.7% | $4,238-34.1% | $3,608-22.6% |
| Admin fee / account holder | $313 | $4,251-92.6% | $5,796-94.6% | $5,124-93.9% |