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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 | $14,041 | $83,485-83.2% | $125,192-88.8% | $72,975-80.8% |
| Participation rate | 45.3% | 73.3%-28.0pp | 79.8%-34.4pp | 69.5%-24.1pp |
| Annual return | 22.36% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.7pp |
| Employer contribution / active EE | $1,034 | $2,346-55.9% | $3,866-73.3% | $2,440-57.6% |
| Participant deferral / active EE | $2,095 | $3,586-41.6% | $4,937-57.6% | $3,608-41.9% |
| Admin fee / account holder | $10,995 | $5,518+99.3% | $9,704+13.3% | $5,124+114.6% |