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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 | $13,679 | $58,828-76.7% | $78,002-82.5% | $62,881-78.2% |
| Participation rate | 65.8% | 71.1%-5.3pp | 75.5%-9.7pp | 69.3%-3.5pp |
| Annual return | 12.82% | 17.16%-4.3pp | 425.99%-413.2pp | 20.14%-7.3pp |
| Employer contribution / active EE | $882 | $1,672-47.3% | $2,470-64.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,649 | $2,686-38.6% | $3,497-52.9% | $3,203-48.5% |
| Admin fee / account holder | $1,452 | $4,393-67.0% | $5,481-73.5% | $4,296-66.2% |