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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 | $15,052 | $46,877-67.9% | $122,354-87.7% | $70,126-78.5% |
| Participation rate | 34.5% | 58.2%-23.7pp | 71.6%-37.1pp | 69.5%-35.0pp |
| Annual return | 19.81% | 24.22%-4.4pp | 30.28%-10.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $804 | $1,288-37.6% | $4,051-80.2% | $2,343-65.7% |
| Participant deferral / active EE | $1,210 | $2,167-44.2% | $3,287-63.2% | $3,332-63.7% |
| Admin fee / account holder | $707 | $3,324-78.7% | $5,479-87.1% | $4,645-84.8% |