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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 | $12,740 | $95,453-86.7% | $112,040-88.6% | $82,448-84.5% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.5%-18.8pp | 68.1%-10.4pp |
| Annual return | 21.43% | 23.92%-2.5pp | 24.52%-3.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,275 | $2,318-45.0% | $2,954-56.9% | $2,551-50.0% |
| Participant deferral / active EE | $2,205 | $4,224-47.8% | $5,098-56.7% | $4,139-46.7% |
| Admin fee / account holder | $2,207 | $9,013-75.5% | $12,098-81.8% | $7,234-69.5% |