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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 | $16,077 | $87,834-81.7% | $133,975-88.0% | $62,881-74.4% |
| Participation rate | 4.9% | 83.4%-78.5pp | 87.1%-82.2pp | 69.3%-64.4pp |
| Annual return | 6.83% | 12.05%-5.2pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,015 | $3,482-42.2% | $5,211-61.3% | $2,281-11.7% |
| Participant deferral / active EE | $2,893 | $4,812-39.9% | $6,282-53.9% | $3,203-9.7% |
| Admin fee / account holder | $3,578 | $5,372-33.4% | $9,324-61.6% | $4,296-16.7% |