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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 | $14,844 | $51,708-71.3% | $106,619-86.1% | $62,881-76.4% |
| Participation rate | 38.1% | 66.9%-28.8pp | 78.0%-39.9pp | 69.3%-31.2pp |
| Annual return | 9.62% | 4.69%+4.9pp | 9.42%+0.2pp | 20.14%-10.5pp |
| Employer contribution / active EE | $702 | $1,764-60.2% | $3,947-82.2% | $2,281-69.2% |
| Participant deferral / active EE | $1,273 | $2,315-45.0% | $3,930-67.6% | $3,203-60.3% |
| Admin fee / account holder | $2,029 | $3,349-39.4% | $6,418-68.4% | $4,296-52.8% |