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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 | $14,587 | $61,605-76.3% | $112,273-87.0% | $75,173-80.6% |
| Participation rate | 61.2% | 61.7%-0.5pp | 72.4%-11.2pp | 67.2%-6.0pp |
| Annual return | 16.83% | 28.47%-11.6pp | 30.23%-13.4pp | 160.72%-143.9pp |
| Employer contribution / active EE | $870 | $2,015-56.8% | $3,431-74.6% | $2,671-67.4% |
| Participant deferral / active EE | $1,620 | $3,108-47.9% | $4,800-66.2% | $4,126-60.7% |
| Admin fee / account holder | $2,796 | $4,862-42.5% | $7,752-63.9% | $5,651-50.5% |