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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 | $14,311 | $69,977-79.5% | $108,582-86.8% | $62,881-77.2% |
| Participation rate | 30.4% | 72.9%-42.5pp | 79.6%-49.1pp | 69.3%-38.9pp |
| Annual return | 21.90% | 10.73%+11.2pp | -51.70%+73.6pp | 20.14%+1.8pp |
| Employer contribution / active EE | $1,046 | $2,135-51.0% | $3,758-72.2% | $2,281-54.2% |
| Participant deferral / active EE | $2,202 | $3,165-30.4% | $4,311-48.9% | $3,203-31.2% |
| Admin fee / account holder | $2,072 | $5,076-59.2% | $7,645-72.9% | $4,296-51.8% |