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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 | $14,462 | $78,027-81.5% | $178,528-91.9% | $80,925-82.1% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.6pp | 67.7%-22.2pp |
| Annual return | 12.78% | 18.09%-5.3pp | 27.11%-14.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,038 | $2,281-10.7% | $3,950-48.4% | $2,756-26.1% |
| Participant deferral / active EE | $2,777 | $4,408-37.0% | $6,278-55.8% | $4,299-35.4% |
| Admin fee / account holder | $1,324 | $7,168-81.5% | $10,419-87.3% | $6,940-80.9% |