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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 | $12,180 | $81,487-85.1% | $102,412-88.1% | $80,935-85.0% |
| Participation rate | 47.6% | 66.8%-19.2pp | 74.5%-26.9pp | 67.7%-20.0pp |
| Annual return | 14.71% | 25.60%-10.9pp | 24.94%-10.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,020 | $3,103-67.1% | $3,870-73.6% | $2,757-63.0% |
| Participant deferral / active EE | $2,514 | $3,871-35.1% | $5,060-50.3% | $4,299-41.5% |
| Admin fee / account holder | $582 | $6,717-91.3% | $8,388-93.1% | $6,924-91.6% |