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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 | $14,096 | $54,541-74.2% | $78,778-82.1% | $70,124-79.9% |
| Participation rate | 43.9% | 60.8%-16.9pp | 69.2%-25.3pp | 69.5%-25.7pp |
| Annual return | 12.36% | 21.07%-8.7pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $615 | $1,089-43.5% | $1,986-69.0% | $2,342-73.7% |
| Participant deferral / active EE | $1,477 | $2,210-33.2% | $2,958-50.1% | $3,332-55.7% |
| Admin fee / account holder | $1,428 | $3,709-61.5% | $5,134-72.2% | $4,645-69.3% |