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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 | $13,126 | $56,894-76.9% | $84,753-84.5% | $62,881-79.1% |
| Participation rate | 27.6% | 68.5%-41.0pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | 10.25% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,081 | $2,400-54.9% | $3,574-69.7% | $2,281-52.6% |
| Participant deferral / active EE | $1,489 | $2,709-45.1% | $3,712-59.9% | $3,203-53.5% |
| Admin fee / account holder | $860 | $3,581-76.0% | $5,333-83.9% | $4,296-80.0% |