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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 | $11,921 | $78,015-84.7% | $178,505-93.3% | $80,959-85.3% |
| Participation rate | 53.8% | 65.7%-11.8pp | 77.1%-23.3pp | 67.7%-13.8pp |
| Annual return | 15.99% | 18.10%-2.1pp | 27.16%-11.2pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,255 | $2,281-45.0% | $3,955-68.3% | $2,757-54.5% |
| Participant deferral / active EE | $2,210 | $4,406-49.8% | $6,280-64.8% | $4,300-48.6% |
| Admin fee / account holder | $1,897 | $7,160-73.5% | $10,428-81.8% | $6,925-72.6% |