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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 | $12,023 | $99,345-87.9% | $84,753-85.8% | $273,972-95.6% |
| Participation rate | 21.4% | 80.7%-59.3pp | 76.6%-55.2pp | 83.0%-61.6pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,858 | $4,214+62.7% | $3,574+91.9% | $4,869+40.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,946 | $6,645-25.6% | $5,333-7.3% | $10,133-51.2% |