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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 | $77,962-81.4% | $178,540-91.9% | $80,935-82.1% |
| Participation rate | 45.5% | 65.7%-20.2pp | 77.1%-31.7pp | 67.7%-22.2pp |
| Annual return | 12.78% | 18.10%-5.3pp | 27.15%-14.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $2,038 | $2,280-10.6% | $3,953-48.5% | $2,757-26.1% |
| Participant deferral / active EE | $2,777 | $4,404-36.9% | $6,281-55.8% | $4,299-35.4% |
| Admin fee / account holder | $1,324 | $7,156-81.5% | $10,424-87.3% | $6,924-80.9% |