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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 | $15,396 | $65,246-76.4% | $98,716-84.4% | $67,986-77.4% |
| Participation rate | 30.9% | 51.4%-20.5pp | 69.3%-38.4pp | 57.2%-26.3pp |
| Annual return | 23.73% | 20.58%+3.1pp | 31.81%-8.1pp | 31.67%-7.9pp |
| Employer contribution / active EE | $847 | $1,042-18.7% | $2,279-62.8% | $2,019-58.0% |
| Participant deferral / active EE | $1,103 | $2,594-57.5% | $4,048-72.7% | $3,358-67.1% |
| Admin fee / account holder | $1,409 | $4,561-69.1% | $8,703-83.8% | $3,203-56.0% |