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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 | $15,290 | $63,456-75.9% | $100,712-84.8% | $64,097-76.1% |
| Participation rate | 43.9% | 49.7%-5.7pp | 69.3%-25.4pp | 55.2%-11.3pp |
| Annual return | 16.72% | 19.65%-2.9pp | 33.27%-16.5pp | 34.64%-17.9pp |
| Employer contribution / active EE | $285 | $1,003-71.6% | $2,313-87.7% | $1,891-84.9% |
| Participant deferral / active EE | $1,594 | $2,463-35.3% | $4,085-61.0% | $3,080-48.2% |
| Admin fee / account holder | $656 | $4,808-86.4% | $9,256-92.9% | $3,454-81.0% |