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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 | $14,165 | $73,102-80.6% | $123,553-88.5% | $56,289-74.8% |
| Participation rate | 38.4% | 74.3%-35.9pp | 82.3%-43.9pp | 69.9%-31.5pp |
| Annual return | 19.15% | 3.01%+16.1pp | 119.21%-100.1pp | -9.96%+29.1pp |
| Employer contribution / active EE | $1,419 | $2,977-52.3% | $4,628-69.3% | $2,111-32.8% |
| Participant deferral / active EE | $3,128 | $5,423-42.3% | $6,426-51.3% | $3,350-6.6% |
| Admin fee / account holder | $781 | $554+41.1% | $9,284-91.6% | $521+49.9% |