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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 | $11,834 | $86,949-86.4% | $102,460-88.5% | $80,959-85.4% |
| Participation rate | 15.3% | 72.4%-57.1pp | 76.5%-61.2pp | 67.7%-52.4pp |
| Annual return | 12.18% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,359 | $2,370-42.7% | $3,025-55.1% | $2,757-50.7% |
| Participant deferral / active EE | $1,991 | $4,121-51.7% | $5,056-60.6% | $4,300-53.7% |
| Admin fee / account holder | $4,000 | $8,048-50.3% | $9,460-57.7% | $6,925-42.2% |