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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 | $17,534 | $63,456-72.4% | $100,712-82.6% | $64,097-72.6% |
| Participation rate | 39.2% | 49.7%-10.4pp | 69.3%-30.0pp | 55.2%-16.0pp |
| Annual return | 14.81% | 19.65%-4.8pp | 33.27%-18.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $177 | $1,003-82.3% | $2,313-92.3% | $1,891-90.6% |
| Participant deferral / active EE | $1,280 | $2,463-48.0% | $4,085-68.7% | $3,080-58.4% |
| Admin fee / account holder | $1,639 | $4,808-65.9% | $9,256-82.3% | $3,454-52.6% |