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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 | $14,233 | $56,544-74.8% | $75,501-81.1% | $70,124-79.7% |
| Participation rate | 44.0% | 68.1%-24.1pp | 72.4%-28.4pp | 69.5%-25.5pp |
| Annual return | 12.64% | 23.59%-10.9pp | 27.35%-14.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $946 | $1,817-47.9% | $2,352-59.8% | $2,342-59.6% |
| Participant deferral / active EE | $1,628 | $2,580-36.9% | $3,142-48.2% | $3,332-51.1% |
| Admin fee / account holder | $2,529 | $3,827-33.9% | $5,801-56.4% | $4,645-45.6% |