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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 | $13,702 | $76,551-82.1% | $123,894-88.9% | $62,881-78.2% |
| Participation rate | 49.1% | 73.0%-23.9pp | 81.4%-32.3pp | 69.3%-20.2pp |
| Annual return | 12.92% | 18.68%-5.8pp | 47.52%-34.6pp | 20.14%-7.2pp |
| Employer contribution / active EE | $984 | $2,882-65.8% | $4,617-78.7% | $2,281-56.8% |
| Participant deferral / active EE | $2,145 | $4,840-55.7% | $5,984-64.1% | $3,203-33.0% |
| Admin fee / account holder | $7,810 | $4,826+61.8% | $8,357-6.5% | $4,296+81.8% |