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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 | $20,231 | $64,010-68.4% | $108,359-81.3% | $64,340-68.6% |
| Participation rate | 36.3% | 49.4%-13.1pp | 70.1%-33.8pp | 55.2%-18.9pp |
| Annual return | 13.96% | 19.74%-5.8pp | 36.89%-22.9pp | 24.14%-10.2pp |
| Employer contribution / active EE | $578 | $1,029-43.8% | $2,399-75.9% | $1,862-69.0% |
| Participant deferral / active EE | $1,289 | $2,395-46.2% | $4,137-68.8% | $2,980-56.7% |
| Admin fee / account holder | $2,418 | $4,885-50.5% | $9,741-75.2% | $3,703-34.7% |