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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 | $14,198 | $58,828-75.9% | $78,002-81.8% | $62,881-77.4% |
| Participation rate | 65.5% | 71.1%-5.5pp | 75.5%-10.0pp | 69.3%-3.8pp |
| Annual return | 10.10% | 17.16%-7.1pp | 425.99%-415.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $948 | $1,672-43.3% | $2,470-61.6% | $2,281-58.4% |
| Participant deferral / active EE | $1,531 | $2,686-43.0% | $3,497-56.2% | $3,203-52.2% |
| Admin fee / account holder | $1,247 | $4,393-71.6% | $5,481-77.2% | $4,296-71.0% |