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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 | $11,450 | $86,940-86.8% | $102,434-88.8% | $80,935-85.9% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 19.28% | 18.89%+0.4pp | 29.46%-10.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,333 | $2,370-43.8% | $3,023-55.9% | $2,757-51.7% |
| Participant deferral / active EE | $2,105 | $4,121-48.9% | $5,055-58.4% | $4,299-51.0% |
| Admin fee / account holder | $2,365 | $8,047-70.6% | $9,462-75.0% | $6,924-65.9% |