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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 | $10,582 | $96,562-89.0% | $80,976-86.9% | $273,968-96.1% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.73% | 15.14%-10.4pp | 17.10%-12.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,023 | $4,868-58.5% | $3,714-45.5% | $4,869-58.5% |
| Participant deferral / active EE | $2,425 | $6,597-63.2% | $5,696-57.4% | $5,287-54.1% |
| Admin fee / account holder | $1,197 | $7,493-84.0% | $5,516-78.3% | $10,132-88.2% |