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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 | $13,543 | $54,541-75.2% | $78,778-82.8% | $70,126-80.7% |
| Participation rate | 53.7% | 60.8%-7.1pp | 69.2%-15.5pp | 69.5%-15.9pp |
| Annual return | 17.52% | 21.07%-3.6pp | 35.62%-18.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $555 | $1,089-49.0% | $1,986-72.0% | $2,343-76.3% |
| Participant deferral / active EE | $1,356 | $2,210-38.7% | $2,958-54.2% | $3,332-59.3% |
| Admin fee / account holder | $614 | $3,709-83.5% | $5,134-88.0% | $4,645-86.8% |