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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 | $15,103 | $93,346-83.8% | $71,796-79.0% | $273,972-94.5% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 13.21% | 130.39%-117.2pp | 78.04%-64.8pp | 41.46%-28.2pp |
| Employer contribution / active EE | $432 | $2,733-84.2% | $1,924-77.5% | $4,869-91.1% |
| Participant deferral / active EE | $2,783 | $3,475-19.9% | $2,794-0.4% | $5,287-47.4% |
| Admin fee / account holder | $3,512 | $6,571-46.5% | $4,815-27.1% | $10,133-65.3% |