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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 | $14,158 | $54,541-74.0% | $78,778-82.0% | $70,126-79.8% |
| Participation rate | 46.8% | 60.8%-14.0pp | 69.2%-22.4pp | 69.5%-22.8pp |
| Annual return | 15.63% | 21.07%-5.4pp | 35.62%-20.0pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,015 | $1,089-6.8% | $1,986-48.9% | $2,343-56.7% |
| Participant deferral / active EE | $2,008 | $2,210-9.1% | $2,958-32.1% | $3,332-39.7% |
| Admin fee / account holder | $4,780 | $3,709+28.9% | $5,134-6.9% | $4,645+2.9% |