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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 | $13,207 | $99,345-86.7% | $84,753-84.4% | $273,972-95.2% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,850 | $4,214-56.1% | $3,574-48.2% | $4,869-62.0% |
| Participant deferral / active EE | $6,586 | $4,270+54.2% | $3,712+77.4% | $5,287+24.6% |
| Admin fee / account holder | $10,163 | $6,645+52.9% | $5,333+90.6% | $10,133+0.3% |