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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 | $14,539 | $81,446-82.1% | $103,374-85.9% | $80,874-82.0% |
| Participation rate | 51.0% | 66.9%-15.8pp | 74.5%-23.5pp | 67.6%-16.6pp |
| Annual return | 12.76% | 25.57%-12.8pp | 24.89%-12.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,175 | $3,107-62.2% | $3,869-69.6% | $2,756-57.3% |
| Participant deferral / active EE | $2,074 | $3,870-46.4% | $5,058-59.0% | $4,297-51.7% |
| Admin fee / account holder | $542 | $6,715-91.9% | $8,394-93.5% | $6,935-92.2% |