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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 | $15,819 | $41,377-61.8% | $109,313-85.5% | $62,881-74.8% |
| Participation rate | 27.5% | 57.5%-30.0pp | 71.3%-43.8pp | 69.3%-41.8pp |
| Annual return | 8.46% | 11.05%-2.6pp | 22.07%-13.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $422 | $1,276-66.9% | $3,892-89.1% | $2,281-81.5% |
| Participant deferral / active EE | $1,315 | $2,045-35.7% | $3,166-58.5% | $3,203-59.0% |
| Admin fee / account holder | $964 | $2,884-66.6% | $5,666-83.0% | $4,296-77.6% |