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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 | $13,681 | $87,733-84.4% | $106,555-87.2% | $85,847-84.1% |
| Participation rate | 48.3% | 71.9%-23.7pp | 76.1%-27.9pp | 69.3%-21.0pp |
| Annual return | 13.37% | 21.86%-8.5pp | 26.80%-13.4pp | 318.61%-305.2pp |
| Employer contribution / active EE | $1,385 | $2,073-33.2% | $2,819-50.9% | $2,565-46.0% |
| Participant deferral / active EE | $1,549 | $3,469-55.3% | $4,399-64.8% | $3,952-60.8% |
| Admin fee / account holder | $1,879 | $6,767-72.2% | $7,408-74.6% | $6,261-70.0% |