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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 | $14,192 | $58,828-75.9% | $78,002-81.8% | $62,881-77.4% |
| Participation rate | 37.0% | 71.1%-34.0pp | 75.5%-38.5pp | 69.3%-32.3pp |
| Annual return | 7.13% | 17.16%-10.0pp | 425.99%-418.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $571 | $1,672-65.8% | $2,470-76.9% | $2,281-75.0% |
| Participant deferral / active EE | $2,115 | $2,686-21.3% | $3,497-39.5% | $3,203-34.0% |
| Admin fee / account holder | $2,385 | $4,393-45.7% | $5,481-56.5% | $4,296-44.5% |