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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 | $14,203 | $73,787-80.8% | $98,716-85.6% | $82,448-82.8% |
| Participation rate | 35.0% | 61.4%-26.4pp | 69.3%-34.3pp | 68.1%-33.1pp |
| Annual return | 24.42% | 18.57%+5.9pp | 31.81%-7.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $895 | $1,511-40.8% | $2,279-60.7% | $2,551-64.9% |
| Participant deferral / active EE | $1,364 | $3,081-55.7% | $4,048-66.3% | $4,139-67.0% |
| Admin fee / account holder | $371 | $6,500-94.3% | $8,703-95.7% | $7,234-94.9% |