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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 | $14,342 | $41,377-65.3% | $109,313-86.9% | $62,881-77.2% |
| Participation rate | 26.7% | 57.5%-30.9pp | 71.3%-44.6pp | 69.3%-42.6pp |
| Annual return | 10.34% | 11.05%-0.7pp | 22.07%-11.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $289 | $1,276-77.4% | $3,892-92.6% | $2,281-87.3% |
| Participant deferral / active EE | $2,444 | $2,045+19.5% | $3,166-22.8% | $3,203-23.7% |
| Admin fee / account holder | $4,038 | $2,884+40.0% | $5,666-28.7% | $4,296-6.0% |