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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 | $15,453 | $57,828-73.3% | $117,039-86.8% | $70,126-78.0% |
| Participation rate | 45.7% | 67.1%-21.4pp | 77.2%-31.5pp | 69.5%-23.8pp |
| Annual return | 12.17% | 17.55%-5.4pp | 18.95%-6.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $681 | $1,816-62.5% | $3,785-82.0% | $2,343-70.9% |
| Participant deferral / active EE | $1,508 | $2,438-38.1% | $3,929-61.6% | $3,332-54.7% |
| Admin fee / account holder | $2,278 | $3,548-35.8% | $5,974-61.9% | $4,645-51.0% |