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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 | $14,895 | $54,541-72.7% | $78,778-81.1% | $70,124-78.8% |
| Participation rate | 25.6% | 60.8%-35.2pp | 69.2%-43.6pp | 69.5%-44.0pp |
| Annual return | 29.41% | 21.07%+8.3pp | 35.62%-6.2pp | 73.14%-43.7pp |
| Employer contribution / active EE | $751 | $1,089-31.0% | $1,986-62.2% | $2,342-67.9% |
| Participant deferral / active EE | $1,466 | $2,210-33.7% | $2,958-50.5% | $3,332-56.0% |
| Admin fee / account holder | $1,125 | $3,709-69.7% | $5,134-78.1% | $4,645-75.8% |