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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 | $15,659 | $73,955-78.8% | $96,520-83.8% | $75,181-79.2% |
| Participation rate | 35.0% | 66.4%-31.4pp | 74.3%-39.3pp | 67.2%-32.2pp |
| Annual return | 20.39% | 26.72%-6.3pp | 35.72%-15.3pp | 160.69%-140.3pp |
| Employer contribution / active EE | $1,007 | $2,930-65.6% | $3,739-73.1% | $2,671-62.3% |
| Participant deferral / active EE | $1,960 | $3,659-46.4% | $4,879-59.8% | $4,126-52.5% |
| Admin fee / account holder | $366 | $5,217-93.0% | $6,733-94.6% | $5,650-93.5% |