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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 | $14,073 | $63,949-78.0% | $129,031-89.1% | $94,015-85.0% |
| Participation rate | 53.8% | 63.4%-9.6pp | 73.4%-19.5pp | 70.8%-17.0pp |
| Annual return | 14.77% | 17.56%-2.8pp | 34.67%-19.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $782 | $1,865-58.1% | $3,226-75.8% | $2,790-72.0% |
| Participant deferral / active EE | $2,111 | $3,686-42.7% | $5,217-59.5% | $4,249-50.3% |
| Admin fee / account holder | $2,481 | $5,523-55.1% | $13,208-81.2% | $8,951-72.3% |