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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 | $14,273 | $56,894-74.9% | $84,753-83.2% | $62,881-77.3% |
| Participation rate | 56.7% | 68.5%-11.9pp | 76.6%-19.9pp | 69.3%-12.6pp |
| Annual return | 6.64% | 6.30%+0.3pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,038 | $2,400-56.7% | $3,574-71.0% | $2,281-54.5% |
| Participant deferral / active EE | $2,609 | $2,709-3.7% | $3,712-29.7% | $3,203-18.5% |
| Admin fee / account holder | $1,971 | $3,581-45.0% | $5,333-63.0% | $4,296-54.1% |