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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 | $11,862 | $101,778-88.3% | $164,975-92.8% | $80,925-85.3% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 15.88% | 16.73%-0.8pp | 70.12%-54.2pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,009 | $2,954-65.9% | $4,343-76.8% | $2,756-63.4% |
| Participant deferral / active EE | $1,973 | $4,477-55.9% | $6,033-67.3% | $4,299-54.1% |
| Admin fee / account holder | $3,290 | $8,221-60.0% | $12,688-74.1% | $6,940-52.6% |