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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 | $14,700 | $65,027-77.4% | $90,970-83.8% | $79,852-81.6% |
| Participation rate | 57.6% | 61.6%-4.0pp | 69.0%-11.4pp | 69.6%-12.0pp |
| Annual return | 15.04% | 30.45%-15.4pp | 134.58%-119.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $925 | $1,247-25.9% | $2,122-56.4% | $2,471-62.6% |
| Participant deferral / active EE | $2,048 | $2,512-18.5% | $3,373-39.3% | $3,740-45.3% |
| Admin fee / account holder | $426 | $4,535-90.6% | $5,960-92.9% | $5,306-92.0% |