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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 | $12,687 | $60,352-79.0% | $74,185-82.9% | $62,881-79.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 11.10% | 21.37%-10.3pp | 17.74%-6.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,283 | $1,680-23.7% | $2,370-45.9% | $2,281-43.8% |
| Participant deferral / active EE | $1,992 | $2,856-30.3% | $3,550-43.9% | $3,203-37.8% |
| Admin fee / account holder | $387 | $4,261-90.9% | $5,586-93.1% | $4,296-91.0% |