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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 | $12,297 | $76,551-83.9% | $123,894-90.1% | $62,881-80.4% |
| Participation rate | 43.1% | 73.0%-29.9pp | 81.4%-38.3pp | 69.3%-26.2pp |
| Annual return | 13.51% | 18.68%-5.2pp | 47.52%-34.0pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,168 | $2,882-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $2,641 | $4,840-45.4% | $5,984-55.9% | $3,203-17.6% |
| Admin fee / account holder | $1,021 | $4,826-78.8% | $8,357-87.8% | $4,296-76.2% |