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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 | $13,625 | $78,672-82.7% | $109,163-87.5% | $85,856-84.1% |
| Participation rate | 45.7% | 68.3%-22.6pp | 75.9%-30.2pp | 69.3%-23.7pp |
| Annual return | 22.15% | 25.09%-2.9pp | 25.75%-3.6pp | 318.58%-296.4pp |
| Employer contribution / active EE | $914 | $2,734-66.6% | $3,723-75.4% | $2,565-64.4% |
| Participant deferral / active EE | $2,477 | $3,467-28.5% | $4,654-46.8% | $3,952-37.3% |
| Admin fee / account holder | $1,448 | $5,470-73.5% | $6,754-78.6% | $6,261-76.9% |