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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 | $10,382 | $58,600-82.3% | $83,327-87.5% | $64,173-83.8% |
| Participation rate | 52.9% | 72.0%-19.1pp | 77.8%-24.8pp | 69.6%-16.6pp |
| Annual return | 5.76% | 9.66%-3.9pp | 10.64%-4.9pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,680 | $2,098-19.9% | $3,379-50.3% | $2,381-29.4% |
| Participant deferral / active EE | $3,506 | $4,656-24.7% | $5,565-37.0% | $3,470+1.0% |
| Admin fee / account holder | $1,552 | $9,282-83.3% | $7,540-79.4% | $4,887-68.3% |