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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 | $15,530 | $88,042-82.4% | $138,135-88.8% | $79,852-80.6% |
| Participation rate | 49.1% | 71.4%-22.4pp | 78.7%-29.6pp | 69.6%-20.6pp |
| Annual return | 13.18% | 20.58%-7.4pp | 20.51%-7.3pp | 31.72%-18.5pp |
| Employer contribution / active EE | $1,195 | $3,103-61.5% | $5,587-78.6% | $2,471-51.7% |
| Participant deferral / active EE | $1,848 | $4,704-60.7% | $6,431-71.3% | $3,740-50.6% |
| Admin fee / account holder | $4,088 | $7,791-47.5% | $11,856-65.5% | $5,306-23.0% |