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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 | $15,515 | $106,749-85.5% | $145,433-89.3% | $82,448-81.2% |
| Participation rate | 53.0% | 75.6%-22.6pp | 82.1%-29.1pp | 68.1%-15.0pp |
| Annual return | 22.21% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $898 | $3,444-73.9% | $4,554-80.3% | $2,551-64.8% |
| Participant deferral / active EE | $2,510 | $6,519-61.5% | $7,897-68.2% | $4,139-39.4% |
| Admin fee / account holder | $1,460 | $8,390-82.6% | $13,129-88.9% | $7,234-79.8% |