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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 | $12,681 | $68,880-81.6% | $120,580-89.5% | $80,959-84.3% |
| Participation rate | 60.0% | 61.7%-1.7pp | 72.0%-12.0pp | 67.7%-7.7pp |
| Annual return | 15.95% | 23.68%-7.7pp | 107.48%-91.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $923 | $2,066-55.3% | $3,469-73.4% | $2,757-66.5% |
| Participant deferral / active EE | $1,842 | $3,191-42.3% | $4,995-63.1% | $4,300-57.2% |
| Admin fee / account holder | $836 | $5,785-85.6% | $9,418-91.1% | $6,925-87.9% |