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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 | $13,033 | $59,839-78.2% | $81,991-84.1% | $79,852-83.7% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.3%-24.8pp | 69.6%-25.2pp |
| Annual return | 17.90% | 17.56%+0.3pp | 41.31%-23.4pp | 31.72%-13.8pp |
| Employer contribution / active EE | $996 | $1,713-41.9% | $2,498-60.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,450 | $2,695-46.2% | $3,722-61.0% | $3,740-61.2% |
| Admin fee / account holder | $1,591 | $4,287-62.9% | $5,665-71.9% | $5,306-70.0% |