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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 | $13,360 | $60,349-77.9% | $74,184-82.0% | $62,881-78.8% |
| Participation rate | 56.5% | 72.7%-16.2pp | 76.6%-20.1pp | 69.3%-12.8pp |
| Annual return | 5.86% | 21.38%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $383 | $1,680-77.2% | $2,370-83.9% | $2,281-83.2% |
| Participant deferral / active EE | $1,531 | $2,856-46.4% | $3,550-56.9% | $3,203-52.2% |
| Admin fee / account holder | $3,621 | $4,261-15.0% | $5,586-35.2% | $4,296-15.7% |