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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 | $13,441 | $78,682-82.9% | $109,188-87.7% | $85,851-84.3% |
| Participation rate | 64.3% | 68.3%-4.0pp | 75.9%-11.6pp | 69.3%-5.0pp |
| Annual return | 16.86% | 25.09%-8.2pp | 25.76%-8.9pp | 318.63%-301.8pp |
| Employer contribution / active EE | $881 | $2,734-67.8% | $3,723-76.3% | $2,565-65.7% |
| Participant deferral / active EE | $3,095 | $3,468-10.7% | $4,654-33.5% | $3,952-21.7% |
| Admin fee / account holder | $443 | $5,470-91.9% | $6,755-93.4% | $6,261-92.9% |