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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 | $14,654 | $83,898-82.5% | $133,346-89.0% | $94,015-84.4% |
| Participation rate | 53.1% | 63.4%-10.2pp | 72.8%-19.7pp | 70.8%-17.7pp |
| Annual return | 19.53% | 16.00%+3.5pp | 36.85%-17.3pp | 17.84%+1.7pp |
| Employer contribution / active EE | $985 | $1,821-45.9% | $2,853-65.5% | $2,790-64.7% |
| Participant deferral / active EE | $1,658 | $3,245-48.9% | $4,332-61.7% | $4,249-61.0% |
| Admin fee / account holder | $571 | $7,809-92.7% | $14,264-96.0% | $8,951-93.6% |