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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 | $15,634 | $81,504-80.8% | $102,437-84.7% | $80,959-80.7% |
| Participation rate | 50.0% | 66.9%-16.9pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | 13.83% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,246 | $3,104-59.8% | $3,871-67.8% | $2,757-54.8% |
| Participant deferral / active EE | $3,051 | $3,871-21.2% | $5,060-39.7% | $4,300-29.1% |
| Admin fee / account holder | $2,698 | $6,719-59.9% | $8,388-67.8% | $6,925-61.0% |