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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 | $15,937 | $56,544-71.8% | $75,501-78.9% | $70,126-77.3% |
| Participation rate | 54.2% | 68.1%-14.0pp | 72.4%-18.2pp | 69.5%-15.4pp |
| Annual return | 22.55% | 23.59%-1.0pp | 27.35%-4.8pp | 73.15%-50.6pp |
| Employer contribution / active EE | $542 | $1,817-70.2% | $2,352-76.9% | $2,343-76.9% |
| Participant deferral / active EE | $1,094 | $2,580-57.6% | $3,142-65.2% | $3,332-67.2% |
| Admin fee / account holder | $301 | $3,827-92.1% | $5,801-94.8% | $4,645-93.5% |