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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 | $14,407 | $56,894-74.7% | $84,753-83.0% | $62,881-77.1% |
| Participation rate | 46.0% | 68.5%-22.5pp | 76.6%-30.6pp | 69.3%-23.3pp |
| Annual return | 6.97% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,380 | $2,400-42.5% | $3,574-61.4% | $2,281-39.5% |
| Participant deferral / active EE | $2,216 | $2,709-18.2% | $3,712-40.3% | $3,203-30.8% |
| Admin fee / account holder | $3,106 | $3,581-13.3% | $5,333-41.8% | $4,296-27.7% |