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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 | $13,934 | $86,050-83.8% | $189,758-92.7% | $94,015-85.2% |
| Participation rate | 53.7% | 68.9%-15.2pp | 79.8%-26.1pp | 70.8%-17.1pp |
| Annual return | 11.74% | 17.77%-6.0pp | 52.62%-40.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $963 | $2,819-65.8% | $4,767-79.8% | $2,790-65.5% |
| Participant deferral / active EE | $1,109 | $3,349-66.9% | $5,856-81.1% | $4,249-73.9% |
| Admin fee / account holder | $702 | $6,627-89.4% | $20,388-96.6% | $8,951-92.2% |