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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 | $12,784 | $67,602-81.1% | $82,312-84.5% | $70,126-81.8% |
| Participation rate | 54.8% | 72.8%-17.9pp | 76.9%-22.1pp | 69.5%-14.7pp |
| Annual return | 13.81% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,414 | $1,755-19.4% | $2,428-41.8% | $2,343-39.6% |
| Participant deferral / active EE | $2,244 | $2,987-24.9% | $3,706-39.5% | $3,332-32.7% |
| Admin fee / account holder | $658 | $4,512-85.4% | $5,608-88.3% | $4,645-85.8% |