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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 | $14,503 | $70,435-79.4% | $96,575-85.0% | $85,856-83.1% |
| Participation rate | 61.3% | 61.8%-0.5pp | 69.8%-8.5pp | 69.3%-8.0pp |
| Annual return | 11.95% | 18.59%-6.6pp | 37.79%-25.8pp | 318.58%-306.6pp |
| Employer contribution / active EE | $723 | $1,413-48.8% | $2,357-69.3% | $2,565-71.8% |
| Participant deferral / active EE | $1,758 | $2,894-39.2% | $3,849-54.3% | $3,952-55.5% |
| Admin fee / account holder | $1,165 | $4,997-76.7% | $6,182-81.2% | $6,261-81.4% |