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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 | $14,922 | $94,031-84.1% | $115,768-87.1% | $82,448-81.9% |
| Participation rate | 32.1% | 70.4%-38.3pp | 74.4%-42.3pp | 68.1%-36.0pp |
| Annual return | 21.13% | 20.61%+0.5pp | 100.46%-79.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $653 | $2,323-71.9% | $2,940-77.8% | $2,551-74.4% |
| Participant deferral / active EE | $2,195 | $3,972-44.7% | $4,917-55.4% | $4,139-47.0% |
| Admin fee / account holder | $5,901 | $10,249-42.4% | $12,439-52.6% | $7,234-18.4% |