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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 | $14,358 | $88,707-83.8% | $74,184-80.6% | $273,972-94.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.55% | 11.94%-7.4pp | 17.74%-13.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,266 | $3,159-59.9% | $2,370-46.6% | $4,869-74.0% |
| Participant deferral / active EE | $2,112 | $4,212-49.8% | $3,550-40.5% | $5,287-60.0% |
| Admin fee / account holder | $3,731 | $8,717-57.2% | $5,586-33.2% | $10,133-63.2% |