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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 | $11,043 | $47,944-77.0% | $67,834-83.7% | $62,881-82.4% |
| Participation rate | 36.4% | 61.1%-24.7pp | 68.8%-32.4pp | 69.3%-32.9pp |
| Annual return | 18.65% | 11.77%+6.9pp | 138.47%-119.8pp | 20.14%-1.5pp |
| Employer contribution / active EE | $1,070 | $1,562-31.5% | $2,403-55.5% | $2,281-53.1% |
| Participant deferral / active EE | $1,751 | $2,247-22.0% | $3,160-44.6% | $3,203-45.3% |
| Admin fee / account holder | $1,054 | $3,712-71.6% | $4,622-77.2% | $4,296-75.5% |