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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 | $15,291 | $56,110-72.7% | $94,993-83.9% | $70,126-78.2% |
| Participation rate | 52.5% | 65.0%-12.5pp | 73.9%-21.4pp | 69.5%-17.0pp |
| Annual return | 15.07% | 51.02%-36.0pp | 27.14%-12.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $270 | $1,442-81.3% | $2,603-89.6% | $2,343-88.5% |
| Participant deferral / active EE | $1,378 | $2,391-42.4% | $3,317-58.4% | $3,332-58.6% |
| Admin fee / account holder | $596 | $3,456-82.8% | $4,960-88.0% | $4,645-87.2% |