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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 | $15,317 | $58,493-73.8% | $84,021-81.8% | $72,975-79.0% |
| Participation rate | 51.9% | 61.2%-9.3pp | 69.0%-17.1pp | 69.5%-17.6pp |
| Annual return | 24.56% | 28.93%-4.4pp | 71.32%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $961 | $1,163-17.4% | $1,984-51.5% | $2,440-60.6% |
| Participant deferral / active EE | $1,308 | $2,394-45.4% | $3,239-59.6% | $3,608-63.8% |
| Admin fee / account holder | $1,554 | $4,569-66.0% | $6,102-74.5% | $5,124-69.7% |