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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 | $14,650 | $60,349-75.7% | $74,184-80.3% | $62,881-76.7% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 6.92% | 21.38%-14.5pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $934 | $1,680-44.4% | $2,370-60.6% | $2,281-59.1% |
| Participant deferral / active EE | $1,984 | $2,856-30.5% | $3,550-44.1% | $3,203-38.0% |
| Admin fee / account holder | $1,317 | $4,261-69.1% | $5,586-76.4% | $4,296-69.3% |