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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 | $14,823 | $69,977-78.8% | $108,582-86.3% | $62,881-76.4% |
| Participation rate | 46.2% | 72.9%-26.7pp | 79.6%-33.4pp | 69.3%-23.2pp |
| Annual return | 11.37% | 10.73%+0.6pp | -51.70%+63.1pp | 20.14%-8.8pp |
| Employer contribution / active EE | $1,619 | $2,135-24.2% | $3,758-56.9% | $2,281-29.0% |
| Participant deferral / active EE | $2,157 | $3,165-31.8% | $4,311-50.0% | $3,203-32.7% |
| Admin fee / account holder | $677 | $5,076-86.7% | $7,645-91.1% | $4,296-84.2% |