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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 | $14,659 | $54,541-73.1% | $78,778-81.4% | $70,126-79.1% |
| Participation rate | 28.9% | 60.8%-31.9pp | 69.2%-40.2pp | 69.5%-40.6pp |
| Annual return | 14.28% | 21.07%-6.8pp | 35.62%-21.3pp | 73.15%-58.9pp |
| Employer contribution / active EE | $509 | $1,089-53.3% | $1,986-74.4% | $2,343-78.3% |
| Participant deferral / active EE | $1,178 | $2,210-46.7% | $2,958-60.2% | $3,332-64.6% |
| Admin fee / account holder | $452 | $3,709-87.8% | $5,134-91.2% | $4,645-90.3% |