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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 | $11,242 | $45,050-75.0% | $63,018-82.2% | $70,126-84.0% |
| Participation rate | 61.8% | 69.5%-7.7pp | 74.8%-13.0pp | 69.5%-7.8pp |
| Annual return | 11.93% | 18.76%-6.8pp | 87.62%-75.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,550 | $2,052-24.5% | $2,761-43.9% | $2,343-33.8% |
| Participant deferral / active EE | $1,653 | $2,466-32.9% | $3,330-50.3% | $3,332-50.4% |
| Admin fee / account holder | $1,021 | $2,834-64.0% | $3,601-71.6% | $4,645-78.0% |