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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 | $14,709 | $48,364-69.6% | $71,796-79.5% | $62,881-76.6% |
| Participation rate | 35.8% | 60.6%-24.8pp | 69.1%-33.3pp | 69.3%-33.5pp |
| Annual return | 6.16% | 13.16%-7.0pp | 78.04%-71.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $565 | $1,042-45.8% | $1,924-70.6% | $2,281-75.2% |
| Participant deferral / active EE | $1,012 | $2,091-51.6% | $2,794-63.8% | $3,203-68.4% |
| Admin fee / account holder | $926 | $3,771-75.5% | $4,815-80.8% | $4,296-78.4% |