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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 | $14,663 | $99,345-85.2% | $84,753-82.7% | $273,972-94.6% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 11.99% | 22.93%-10.9pp | 22.78%-10.8pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,809 | $4,214-57.1% | $3,574-49.4% | $4,869-62.8% |
| Participant deferral / active EE | $3,603 | $4,270-15.6% | $3,712-2.9% | $5,287-31.9% |
| Admin fee / account holder | $457 | $6,645-93.1% | $5,333-91.4% | $10,133-95.5% |