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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 | $12,743 | $60,349-78.9% | $74,184-82.8% | $62,881-79.7% |
| Participation rate | 56.1% | 72.7%-16.6pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 7.78% | 21.38%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,182 | $1,680-29.6% | $2,370-50.1% | $2,281-48.2% |
| Participant deferral / active EE | $2,147 | $2,856-24.8% | $3,550-39.5% | $3,203-33.0% |
| Admin fee / account holder | $4,687 | $4,261+10.0% | $5,586-16.1% | $4,296+9.1% |