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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 | $13,631 | $61,390-77.8% | $112,228-87.9% | $75,177-81.9% |
| Participation rate | 28.3% | 61.6%-33.3pp | 72.4%-44.1pp | 67.2%-38.9pp |
| Annual return | 24.76% | 28.47%-3.7pp | 30.23%-5.5pp | 160.75%-136.0pp |
| Employer contribution / active EE | $1,140 | $2,015-43.4% | $3,432-66.8% | $2,671-57.3% |
| Participant deferral / active EE | $1,462 | $3,108-52.9% | $4,800-69.5% | $4,126-64.6% |
| Admin fee / account holder | $1,584 | $4,862-67.4% | $7,752-79.6% | $5,651-72.0% |