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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 | $13,447 | $58,493-77.0% | $84,021-84.0% | $72,975-81.6% |
| Participation rate | 28.6% | 61.2%-32.7pp | 69.0%-40.4pp | 69.5%-40.9pp |
| Annual return | 22.58% | 28.93%-6.4pp | 71.32%-48.7pp | 81.01%-58.4pp |
| Employer contribution / active EE | $1,119 | $1,163-3.8% | $1,984-43.6% | $2,440-54.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,760 | $4,569-61.5% | $6,102-71.2% | $5,124-65.6% |