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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 | $14,003 | $67,602-79.3% | $82,312-83.0% | $70,126-80.0% |
| Participation rate | 47.6% | 72.8%-25.2pp | 76.9%-29.3pp | 69.5%-21.9pp |
| Annual return | 18.47% | 21.57%-3.1pp | 25.88%-7.4pp | 73.15%-54.7pp |
| Employer contribution / active EE | $506 | $1,755-71.2% | $2,428-79.2% | $2,343-78.4% |
| Participant deferral / active EE | $1,353 | $2,987-54.7% | $3,706-63.5% | $3,332-59.4% |
| Admin fee / account holder | $1,095 | $4,512-75.7% | $5,608-80.5% | $4,645-76.4% |