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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 | $15,819 | $99,345-84.1% | $84,753-81.3% | $273,972-94.2% |
| Participation rate | 35.3% | 80.7%-45.4pp | 76.6%-41.3pp | 83.0%-47.7pp |
| Annual return | 9.22% | 22.93%-13.7pp | 22.78%-13.6pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,397 | $4,214-66.8% | $3,574-60.9% | $4,869-71.3% |
| Participant deferral / active EE | $2,686 | $4,270-37.1% | $3,712-27.6% | $5,287-49.2% |
| Admin fee / account holder | $384 | $6,645-94.2% | $5,333-92.8% | $10,133-96.2% |