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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 | $14,233 | $79,894-82.2% | $135,792-89.5% | $82,637-82.8% |
| Participation rate | 37.9% | 63.0%-25.1pp | 72.6%-34.7pp | 68.1%-30.2pp |
| Annual return | 15.18% | 17.20%-2.0pp | 25.96%-10.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $654 | $2,165-69.8% | $3,496-81.3% | $2,552-74.4% |
| Participant deferral / active EE | $1,302 | $3,194-59.2% | $4,759-72.7% | $4,126-68.5% |
| Admin fee / account holder | $1,438 | $6,434-77.6% | $12,266-88.3% | $7,339-80.4% |