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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 | $50,812-70.8% | $155,602-90.4% | $77,692-80.9% |
| Participation rate | 28.8% | 63.1%-34.3pp | 78.2%-49.4pp | 70.6%-41.8pp |
| Annual return | 16.48% | 34.85%-18.4pp | 64.81%-48.3pp | 31.25%-14.8pp |
| Employer contribution / active EE | $475 | $1,989-76.1% | $4,675-89.8% | $2,726-82.6% |
| Participant deferral / active EE | $1,209 | $2,822-57.2% | $5,629-78.5% | $4,648-74.0% |
| Admin fee / account holder | $1,030 | $436+136.2% | $15,923-93.5% | $431+139.3% |