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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 | $14,231 | $77,896-81.7% | $134,172-89.4% | $82,448-82.7% |
| Participation rate | 42.1% | 62.8%-20.7pp | 72.5%-30.4pp | 68.1%-26.0pp |
| Annual return | 16.25% | 18.21%-2.0pp | 25.30%-9.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $588 | $2,159-72.8% | $3,420-82.8% | $2,551-77.0% |
| Participant deferral / active EE | $1,079 | $3,162-65.9% | $4,690-77.0% | $4,139-73.9% |
| Admin fee / account holder | $1,478 | $6,336-76.7% | $12,016-87.7% | $7,234-79.6% |