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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 | $68,878-77.8% | $120,574-87.3% | $80,935-81.1% |
| Participation rate | 32.7% | 61.7%-29.0pp | 71.9%-39.3pp | 67.7%-35.0pp |
| Annual return | 14.83% | 23.67%-8.8pp | 107.42%-92.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $821 | $2,065-60.3% | $3,471-76.4% | $2,757-70.2% |
| Participant deferral / active EE | $1,835 | $3,189-42.5% | $4,996-63.3% | $4,299-57.3% |
| Admin fee / account holder | $2,970 | $5,782-48.6% | $9,445-68.6% | $6,924-57.1% |