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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 | $13,082 | $56,054-76.7% | $171,082-92.4% | $62,881-79.2% |
| Participation rate | 45.8% | 62.9%-17.0pp | 76.7%-30.9pp | 69.3%-23.5pp |
| Annual return | 8.85% | 22.52%-13.7pp | 32.56%-23.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,148 | $1,731-33.7% | $4,002-71.3% | $2,281-49.7% |
| Participant deferral / active EE | $1,782 | $3,158-43.6% | $4,797-62.8% | $3,203-44.4% |
| Admin fee / account holder | $1,114 | $3,647-69.4% | $8,520-86.9% | $4,296-74.1% |