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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 | $15,219 | $78,428-80.6% | $95,960-84.1% | $79,852-80.9% |
| Participation rate | 62.5% | 73.5%-11.0pp | 77.1%-14.6pp | 69.6%-7.1pp |
| Annual return | 16.26% | 19.37%-3.1pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $563 | $1,945-71.0% | $2,541-77.8% | $2,471-77.2% |
| Participant deferral / active EE | $1,747 | $3,440-49.2% | $4,167-58.1% | $3,740-53.3% |
| Admin fee / account holder | $750 | $5,622-86.7% | $6,797-89.0% | $5,306-85.9% |