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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 | $13,001 | $55,713-76.7% | $75,901-82.9% | $72,975-82.2% |
| Participation rate | 42.9% | 61.1%-18.3pp | 69.3%-26.4pp | 69.5%-26.6pp |
| Annual return | 20.42% | 27.60%-7.2pp | 30.76%-10.3pp | 81.01%-60.6pp |
| Employer contribution / active EE | $555 | $1,687-67.1% | $2,501-77.8% | $2,440-77.2% |
| Participant deferral / active EE | $1,057 | $2,634-59.9% | $3,603-70.7% | $3,608-70.7% |
| Admin fee / account holder | $749 | $3,980-81.2% | $5,420-86.2% | $5,124-85.4% |