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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 | $13,255 | $59,839-77.8% | $81,991-83.8% | $79,852-83.4% |
| Participation rate | 54.2% | 61.6%-7.4pp | 69.3%-15.0pp | 69.6%-15.4pp |
| Annual return | 14.80% | 17.56%-2.8pp | 41.31%-26.5pp | 31.72%-16.9pp |
| Employer contribution / active EE | $1,002 | $1,713-41.5% | $2,498-59.9% | $2,471-59.5% |
| Participant deferral / active EE | $1,288 | $2,695-52.2% | $3,722-65.4% | $3,740-65.6% |
| Admin fee / account holder | $2,591 | $4,287-39.6% | $5,665-54.3% | $5,306-51.2% |