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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 | $13,395 | $52,580-74.5% | $71,671-81.3% | $70,124-80.9% |
| Participation rate | 31.9% | 60.9%-29.0pp | 68.7%-36.8pp | 69.5%-37.6pp |
| Annual return | 28.86% | 20.25%+8.6pp | 20.65%+8.2pp | 73.14%-44.3pp |
| Employer contribution / active EE | $684 | $1,616-57.6% | $2,460-72.2% | $2,342-70.8% |
| Participant deferral / active EE | $1,373 | $2,386-42.4% | $3,438-60.1% | $3,332-58.8% |
| Admin fee / account holder | $656 | $3,653-82.0% | $5,558-88.2% | $4,645-85.9% |