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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 | $12,625 | $59,804-78.9% | $81,982-84.6% | $79,856-84.2% |
| Participation rate | 39.2% | 61.6%-22.4pp | 69.3%-30.0pp | 69.6%-30.4pp |
| Annual return | 16.00% | 17.56%-1.6pp | 41.31%-25.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $418 | $1,713-75.6% | $2,498-83.3% | $2,471-83.1% |
| Participant deferral / active EE | $1,779 | $2,695-34.0% | $3,722-52.2% | $3,741-52.5% |
| Admin fee / account holder | $2,238 | $4,288-47.8% | $5,665-60.5% | $5,306-57.8% |