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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 | $14,615 | $60,349-75.8% | $74,184-80.3% | $62,881-76.8% |
| Participation rate | 32.4% | 72.7%-40.4pp | 76.6%-44.3pp | 69.3%-37.0pp |
| Annual return | 6.25% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $477 | $1,680-71.6% | $2,370-79.9% | $2,281-79.1% |
| Participant deferral / active EE | $2,087 | $2,856-26.9% | $3,550-41.2% | $3,203-34.8% |
| Admin fee / account holder | $4,844 | $4,261+13.7% | $5,586-13.3% | $4,296+12.8% |