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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 | $10,845 | $47,944-77.4% | $67,834-84.0% | $62,881-82.8% |
| Participation rate | 45.5% | 61.1%-15.6pp | 68.8%-23.3pp | 69.3%-23.9pp |
| Annual return | 6.40% | 11.77%-5.4pp | 138.47%-132.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,007 | $1,562-35.5% | $2,403-58.1% | $2,281-55.9% |
| Participant deferral / active EE | $1,706 | $2,247-24.0% | $3,160-46.0% | $3,203-46.7% |
| Admin fee / account holder | $1,865 | $3,712-49.7% | $4,622-59.6% | $4,296-56.6% |