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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 | $76,834-81.5% | $108,359-86.9% | $87,485-83.8% |
| Participation rate | 35.0% | 61.7%-26.7pp | 70.1%-35.1pp | 68.9%-33.9pp |
| Annual return | 24.42% | 19.09%+5.3pp | 36.89%-12.5pp | 26.06%-1.6pp |
| Employer contribution / active EE | $895 | $1,556-42.5% | $2,399-62.7% | $2,596-65.5% |
| Participant deferral / active EE | $1,364 | $3,100-56.0% | $4,137-67.0% | $4,274-68.1% |
| Admin fee / account holder | $371 | $6,537-94.3% | $9,741-96.2% | $7,775-95.2% |