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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 | $14,417 | $54,541-73.6% | $78,778-81.7% | $70,126-79.4% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.6pp |
| Annual return | 14.98% | 21.07%-6.1pp | 35.62%-20.6pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,014 | $1,089-6.8% | $1,986-48.9% | $2,343-56.7% |
| Participant deferral / active EE | $1,764 | $2,210-20.2% | $2,958-40.4% | $3,332-47.1% |
| Admin fee / account holder | $1,489 | $3,709-59.9% | $5,134-71.0% | $4,645-68.0% |