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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 | $12,778 | $72,027-82.3% | $185,835-93.1% | $79,852-84.0% |
| Participation rate | 40.5% | 65.8%-25.3pp | 78.0%-37.6pp | 69.6%-29.2pp |
| Annual return | 15.69% | 23.13%-7.4pp | 35.96%-20.3pp | 31.72%-16.0pp |
| Employer contribution / active EE | $466 | $1,965-76.3% | $4,087-88.6% | $2,471-81.1% |
| Participant deferral / active EE | $1,589 | $3,780-58.0% | $5,633-71.8% | $3,740-57.5% |
| Admin fee / account holder | $1,319 | $4,513-70.8% | $9,502-86.1% | $5,306-75.1% |