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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 | $14,860 | $50,902-70.8% | $155,534-90.4% | $77,736-80.9% |
| Participation rate | 28.8% | 63.1%-34.3pp | 78.2%-49.5pp | 70.6%-41.8pp |
| Annual return | 16.48% | 34.85%-18.4pp | 64.92%-48.4pp | 31.26%-14.8pp |
| Employer contribution / active EE | $475 | $1,991-76.2% | $4,675-89.8% | $2,728-82.6% |
| Participant deferral / active EE | $1,209 | $2,824-57.2% | $5,630-78.5% | $4,651-74.0% |
| Admin fee / account holder | $1,030 | $437+135.8% | $15,900-93.5% | $433+137.8% |