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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 | $15,303 | $68,573-77.7% | $120,368-87.3% | $80,874-81.1% |
| Participation rate | 32.7% | 61.6%-28.9pp | 71.9%-39.3pp | 67.6%-35.0pp |
| Annual return | 14.83% | 23.61%-8.8pp | 107.26%-92.4pp | 35.62%-20.8pp |
| Employer contribution / active EE | $821 | $2,052-60.0% | $3,465-76.3% | $2,756-70.2% |
| Participant deferral / active EE | $1,835 | $3,174-42.2% | $4,991-63.2% | $4,297-57.3% |
| Admin fee / account holder | $2,970 | $5,734-48.2% | $9,429-68.5% | $6,935-57.2% |