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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 | $16,124 | $55,457-70.9% | $77,361-79.2% | $94,015-82.8% |
| Participation rate | 59.3% | 69.8%-10.5pp | 75.0%-15.7pp | 70.8%-11.5pp |
| Annual return | 14.52% | 15.57%-1.0pp | 1011.54%-997.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,132 | $2,255-49.8% | $2,990-62.1% | $2,790-59.4% |
| Participant deferral / active EE | $1,351 | $3,069-56.0% | $3,911-65.5% | $4,249-68.2% |
| Admin fee / account holder | $509 | $4,334-88.3% | $5,894-91.4% | $8,951-94.3% |