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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 | $11,190 | $60,352-81.5% | $74,185-84.9% | $62,881-82.2% |
| Participation rate | 48.3% | 72.7%-24.5pp | 76.6%-28.3pp | 69.3%-21.0pp |
| Annual return | 7.92% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,246 | $1,680-25.8% | $2,370-47.4% | $2,281-45.4% |
| Participant deferral / active EE | $1,740 | $2,856-39.1% | $3,550-51.0% | $3,203-45.7% |
| Admin fee / account holder | $933 | $4,261-78.1% | $5,586-83.3% | $4,296-78.3% |