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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 | $14,856 | $72,492-79.5% | $87,102-82.9% | $72,983-79.6% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.9%-56.9pp | 69.5%-49.5pp |
| Annual return | 30.11% | 24.46%+5.7pp | 28.19%+1.9pp | 81.01%-50.9pp |
| Employer contribution / active EE | $597 | $1,894-68.5% | $2,521-76.3% | $2,440-75.5% |
| Participant deferral / active EE | $1,486 | $3,270-54.5% | $4,048-63.3% | $3,608-58.8% |
| Admin fee / account holder | $366 | $5,055-92.8% | $7,491-95.1% | $5,124-92.9% |