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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 | $14,764 | $76,834-80.8% | $108,359-86.4% | $87,485-83.1% |
| Participation rate | 60.8% | 61.7%-0.9pp | 70.1%-9.3pp | 68.9%-8.1pp |
| Annual return | 16.99% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $464 | $1,556-70.2% | $2,399-80.7% | $2,596-82.1% |
| Participant deferral / active EE | $1,445 | $3,100-53.4% | $4,137-65.1% | $4,274-66.2% |
| Admin fee / account holder | $3,132 | $6,537-52.1% | $9,741-67.9% | $7,775-59.7% |