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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 | $15,188 | $51,708-70.6% | $106,619-85.8% | $62,881-75.8% |
| Participation rate | 24.4% | 66.9%-42.4pp | 78.0%-53.6pp | 69.3%-44.9pp |
| Annual return | 14.92% | 4.69%+10.2pp | 9.42%+5.5pp | 20.14%-5.2pp |
| Employer contribution / active EE | $990 | $1,764-43.9% | $3,947-74.9% | $2,281-56.6% |
| Participant deferral / active EE | $1,311 | $2,315-43.4% | $3,930-66.6% | $3,203-59.1% |
| Admin fee / account holder | $1,725 | $3,349-48.5% | $6,418-73.1% | $4,296-59.8% |