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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 | $14,678 | $56,054-73.8% | $171,082-91.4% | $62,881-76.7% |
| Participation rate | 59.0% | 62.9%-3.9pp | 76.7%-17.7pp | 69.3%-10.3pp |
| Annual return | 6.41% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $543 | $1,731-68.6% | $4,002-86.4% | $2,281-76.2% |
| Participant deferral / active EE | $1,321 | $3,158-58.2% | $4,797-72.5% | $3,203-58.8% |
| Admin fee / account holder | $1,571 | $3,647-56.9% | $8,520-81.6% | $4,296-63.4% |