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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 | $14,162 | $102,429-86.2% | $147,096-90.4% | $80,925-82.5% |
| Participation rate | 46.9% | 75.9%-29.0pp | 82.2%-35.3pp | 67.7%-20.8pp |
| Annual return | 15.25% | 135.02%-119.8pp | 419.75%-404.5pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,105 | $3,716-70.3% | $4,936-77.6% | $2,756-59.9% |
| Participant deferral / active EE | $2,854 | $6,649-57.1% | $8,071-64.6% | $4,299-33.6% |
| Admin fee / account holder | $552 | $7,957-93.1% | $13,005-95.8% | $6,940-92.1% |