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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 | $15,165 | $86,940-82.6% | $102,434-85.2% | $80,935-81.3% |
| Participation rate | 42.2% | 72.4%-30.2pp | 76.5%-34.3pp | 67.7%-25.5pp |
| Annual return | 13.19% | 18.89%-5.7pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $986 | $2,370-58.4% | $3,023-67.4% | $2,757-64.2% |
| Participant deferral / active EE | $2,332 | $4,121-43.4% | $5,055-53.9% | $4,299-45.8% |
| Admin fee / account holder | $765 | $8,047-90.5% | $9,462-91.9% | $6,924-88.9% |