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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 | $11,128 | $45,050-75.3% | $63,018-82.3% | $70,126-84.1% |
| Participation rate | 48.5% | 69.5%-21.0pp | 74.8%-26.3pp | 69.5%-21.1pp |
| Annual return | 13.88% | 18.76%-4.9pp | 87.62%-73.7pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,071 | $2,052-47.8% | $2,761-61.2% | $2,343-54.3% |
| Participant deferral / active EE | $1,103 | $2,466-55.3% | $3,330-66.9% | $3,332-66.9% |
| Admin fee / account holder | $896 | $2,834-68.4% | $3,601-75.1% | $4,645-80.7% |