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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 | $14,832 | $76,834-80.7% | $108,359-86.3% | $87,485-83.0% |
| Participation rate | 48.0% | 61.7%-13.7pp | 70.1%-22.1pp | 68.9%-20.9pp |
| Annual return | 12.34% | 19.09%-6.7pp | 36.89%-24.6pp | 26.06%-13.7pp |
| Employer contribution / active EE | $329 | $1,556-78.8% | $2,399-86.3% | $2,596-87.3% |
| Participant deferral / active EE | $1,586 | $3,100-48.8% | $4,137-61.7% | $4,274-62.9% |
| Admin fee / account holder | $4,249 | $6,537-35.0% | $9,741-56.4% | $7,775-45.4% |