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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 | $10,365 | $56,287-81.6% | $80,977-87.2% | $62,881-83.5% |
| Participation rate | 63.9% | 68.9%-5.1pp | 75.8%-11.9pp | 69.3%-5.4pp |
| Annual return | 7.79% | 22.13%-14.3pp | 17.11%-9.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,469 | $1,943-24.4% | $3,715-60.5% | $2,281-35.6% |
| Participant deferral / active EE | $1,994 | $4,196-52.5% | $5,696-65.0% | $3,203-37.8% |
| Admin fee / account holder | $889 | $3,742-76.3% | $5,517-83.9% | $4,296-79.3% |