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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 | $15,844 | $89,259-82.2% | $107,187-85.2% | $82,637-80.8% |
| Participation rate | 46.9% | 67.9%-21.0pp | 75.0%-28.1pp | 68.1%-21.1pp |
| Annual return | 22.64% | 21.02%+1.6pp | 204.55%-181.9pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,365 | $3,080-55.7% | $3,782-63.9% | $2,552-46.5% |
| Participant deferral / active EE | $2,253 | $4,037-44.2% | $5,096-55.8% | $4,126-45.4% |
| Admin fee / account holder | $2,050 | $7,381-72.2% | $9,162-77.6% | $7,339-72.1% |