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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 | $13,831 | $72,269-80.9% | $101,271-86.3% | $79,852-82.7% |
| Participation rate | 32.0% | 68.5%-36.5pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 12.98% | 22.29%-9.3pp | 46.48%-33.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,019 | $2,692-62.1% | $3,660-72.2% | $2,471-58.8% |
| Participant deferral / active EE | $2,121 | $3,282-35.4% | $4,371-51.5% | $3,740-43.3% |
| Admin fee / account holder | $5,580 | $4,401+26.8% | $5,948-6.2% | $5,306+5.2% |