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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 | $11,102 | $88,707-87.5% | $74,184-85.0% | $273,972-95.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 10.18% | 11.94%-1.8pp | 17.74%-7.6pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,044 | $3,159-66.9% | $2,370-55.9% | $4,869-78.6% |
| Participant deferral / active EE | $1,634 | $4,212-61.2% | $3,550-54.0% | $5,287-69.1% |
| Admin fee / account holder | $415 | $8,717-95.2% | $5,586-92.6% | $10,133-95.9% |