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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 | $11,115 | $56,287-80.3% | $80,977-86.3% | $62,881-82.3% |
| Participation rate | 39.3% | 68.9%-29.7pp | 75.8%-36.5pp | 69.3%-30.0pp |
| Annual return | 6.25% | 22.13%-15.9pp | 17.11%-10.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,143 | $1,943-41.2% | $3,715-69.2% | $2,281-49.9% |
| Participant deferral / active EE | $1,966 | $4,196-53.1% | $5,696-65.5% | $3,203-38.6% |
| Admin fee / account holder | $805 | $3,742-78.5% | $5,517-85.4% | $4,296-81.3% |