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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 | $11,219 | $99,345-88.7% | $84,753-86.8% | $273,972-95.9% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 8.61% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,198 | $4,214-71.6% | $3,574-66.5% | $4,869-75.4% |
| Participant deferral / active EE | $1,419 | $4,270-66.8% | $3,712-61.8% | $5,287-73.2% |
| Admin fee / account holder | $465 | $6,645-93.0% | $5,333-91.3% | $10,133-95.4% |